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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1551
Steph & Co
Wisconsin
$13.2K – – –
MA
1552
MCF Advisors
Kentucky
$13.2K +$2.75K +7 +24%
AFS
1553
Annapolis Financial Services
Maryland
$12.8K – – –
BFPW
1554
BOK Financial Private Wealth
Colorado
$12.8K – – –
GM
1555
GeoWealth Management
Illinois
$12K -$1.02M -2,591 -99%
RW
1556
RVW Wealth
California
$11.7K +$12.6K +32 New
BG
1557
Bollard Group
Massachusetts
$11K – – –
TSWM
1558
Tyler-Stone Wealth Management
Ohio
$11K – – –
MFT
1559
Moisand Fitzgerald Tamayo
Florida
$10.6K – – –
KI
1560
Kapitalo Investimentos
Brazil
$10.2K -$20.4K -52 -65%
SC
1561
SouthState Corp
Florida
$9.87K +$2.36K +6 +29%
CMA
1562
Cedar Mountain Advisors
Oregon
$9.5K – – –
IAS
1563
IMA Advisory Services
Colorado
$9.5K – – –
NSIM
1564
North Star Investment Management
Illinois
$9.5K +$6.29K +16 +160%
IPW
1565
Impact Partnership Wealth
Georgia
$9.5K +$10.2K +26 New
JMF
1566
Johnson Midwest Financial
Iowa
$9.13K – – –
LFASL
1567
Lugano Financial Advisors SA (LFA)
Switzerland
$9.13K +$9.83K +25 New
TSW
1568
Thompson Siegel & Walmsley
Virginia
$9K – – –
GFPC
1569
Global Financial Private Client
Florida
$8.53K – – –
NCM
1570
Northwest Capital Management
Oregon
$8.4K – – –
SWA
1571
SOA Wealth Advisors
New York
$8.06K – – –
MIA
1572
Milestone Investment Advisors
Wisconsin
$8.04K +$8.65K +22 New
PCTC
1573
Perkins Coie Trust Company
Washington
$7.67K +$8.26K +21 New
CSWM
1574
Cassady Schiller Wealth Management
Ohio
$7.31K – – –
SIS
1575
Sound Income Strategies
Florida
$7.31K – – –
61 62
63
64 65