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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1551
Schubert & Co
Texas
$7.24K +$1.06K +3 +17%
SC
1552
SouthState Corp
Florida
$7.24K – – –
SIS
1553
Sound Income Strategies
Florida
$6.89K -$704 -2 -9%
ACA
1554
Atlas Capital Advisors
Wyoming
$6.89K – – –
GFWA
1555
Grey Fox Wealth Advisors
Delaware
$6.89K +$7.04K +20 New
RFG
1556
RFP Financial Group
Georgia
$6.55K – – –
UFF
1557
USA Financial Formulas
Michigan
$6.21K +$6.33K +18 New
DI
1558
Disciplined Investments
Oklahoma
$5.17K +$352 +1 +7%
JGIA
1559
Jackson Grant Investment Advisers
Connecticut
$5.17K +$5.28K +15 New
SN
1560
Sittner & Nelson
Oregon
$4.83K +$4.93K +14 New
YAL
1561
Your Advocates Ltd
Texas
$4.83K +$4.93K +14 New
APC
1562
Aspire Private Capital
North Carolina
$4.48K – – –
WPWM
1563
Western Pacific Wealth Management
Illinois
$4.48K – – –
TCA
1564
Trifecta Capital Advisors
Illinois
$4.14K – – –
JFA
1565
JNBA Financial Advisors
Minnesota
$4.14K +$4.22K +12 New
TAM
1566
Tucker Asset Management
Colorado
$4.14K +$4.22K +12 New
FRA
1567
Front Row Advisors
California
$4K +$4.22K +12 New
SIC
1568
SJS Investment Consulting
Ohio
$3.79K +$352 +1 +10%
GC
1569
Gould Capital
Washington
$3.79K -$799K -2,269 -100%
PCA
1570
Providence Capital Advisors
North Carolina
$3.79K +$3.87K +11 New
NSIM
1571
North Star Investment Management
Illinois
$3.45K – – –
SCA
1572
Stuart Chaussee & Associates
California
$3.45K – – –
BCMLT
1573
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.14K – – –
DWMG
1574
DB Wealth Management Group
California
$3.1K – – –
MCM
1575
Magnolia Capital Management
New York
$3K – – –
61 62
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64 65