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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1551
Steph & Co
Wisconsin
$14.4K +$3.65K +10 +38%
DIP
1552
DT Investment Partners
Pennsylvania
$14.3K – – –
BFPW
1553
BOK Financial Private Wealth
Colorado
$14K -$2.19K -6 -15%
AFS
1554
Annapolis Financial Services
Maryland
$14K +$1.46K +4 +13%
TF
1555
TimeScale Financial
Massachusetts
$13.8K – – –
GI
1556
Gradient Investments
Minnesota
$12.8K +$10.2K +28 +700%
SCA
1557
Stonebridge Capital Advisors
Minnesota
$12.4K -$5.85K -16 -34%
BG
1558
Bollard Group
Massachusetts
$12K +$11K +30 New
TSWM
1559
Tyler-Stone Wealth Management
Ohio
$12K +$11K +30 New
MA
1560
MCF Advisors
Kentucky
$11.6K – – –
MFT
1561
Moisand Fitzgerald Tamayo
Florida
$11.6K – – –
IAS
1562
IMA Advisory Services
Colorado
$10.4K – – –
CMA
1563
Cedar Mountain Advisors
Oregon
$10.4K +$9.5K +26 New
JMF
1564
Johnson Midwest Financial
Iowa
$10K – – –
PFG
1565
Piershale Financial Group
Illinois
$10K – – –
TSW
1566
Thompson Siegel & Walmsley
Virginia
$10K – – –
NIC
1567
Northwest Investment Counselors
Oregon
$9.62K – – –
GFPC
1568
Global Financial Private Client
Florida
$9.23K -$25.2K -69 -75%
HS
1569
Horan Securities
United States
$9.22K – – –
RTL
1570
Red Tortoise LLC
Georgia
$9.22K – – –
NCM
1571
Northwest Capital Management
Oregon
$9.22K +$8.4K +23 New
SWA
1572
SOA Wealth Advisors
New York
$8.84K – – –
SC
1573
SouthState Corp
Florida
$8.42K – – –
SIS
1574
Sound Income Strategies
Florida
$8.05K – – –
CSWM
1575
Cassady Schiller Wealth Management
Ohio
$8.02K +$7.31K +20 New
61 62
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64 65