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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1576
Hazlett, Burt & Watson
West Virginia
$7K +$4.72K +12 +150%
RFG
1577
RFP Financial Group
Georgia
$6.94K – – –
UFF
1578
USA Financial Formulas
Michigan
$6.58K – – –
POIA
1579
Pin Oak Investment Advisors
Texas
$6K -$40.9K -104 -87%
JGIA
1580
Jackson Grant Investment Advisers
Connecticut
$5.48K – – –
SN
1581
Sittner & Nelson
Oregon
$5.12K – – –
PCA
1582
Providence Capital Advisors
North Carolina
$5.12K +$2.75K +7 +100%
AW
1583
Avion Wealth
Texas
$5K +$1.57K +4 +33%
VNA
1584
Valley National Advisers
Pennsylvania
$5K +$1.97K +5 +63%
APC
1585
Aspire Private Capital
North Carolina
$4.75K – – –
WPWM
1586
Western Pacific Wealth Management
Illinois
$4.75K – – –
FRA
1587
Front Row Advisors
California
$4.38K – – –
JFA
1588
JNBA Financial Advisors
Minnesota
$4.38K – – –
SIC
1589
SJS Investment Consulting
Ohio
$4.38K – – –
TCA
1590
Trifecta Capital Advisors
Illinois
$4.38K – – –
TAM
1591
Tucker Asset Management
Colorado
$4.02K -$1.57K -4 -27%
BCMLT
1592
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.66K – – –
RTL
1593
Red Tortoise LLC
Georgia
$3.65K -$5.11K -13 -57%
SCA
1594
Stuart Chaussee & Associates
California
$3.65K – – –
CTWM
1595
Cherry Tree Wealth Management
Minnesota
$3.47K – – –
JPWM
1596
Jamison Private Wealth Management
Georgia
$3.34K +$3.54K +9 New
DWMG
1597
DB Wealth Management Group
California
$3.29K – – –
MCM
1598
Magnolia Capital Management
New York
$3K – – –
TLCM
1599
Twin Lakes Capital Management
California
$3K – – –
T
1600
TOBAM
France
$3K +$2.75K +7 New
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