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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1676
Financial Management Professionals
Texas
$27K – – –
PA
1677
Pineridge Advisors
Missouri
$26.4K +$23.7K +60 New
RWM
1678
Raffa Wealth Management
District of Columbia
$26K – – –
PP
1679
Pacifica Partners
Canada
$25.8K – – –
PWMG
1680
Private Wealth Management Group
New Jersey
$25.6K +$22.9K +58 New
HGERS
1681
Householder Group Estate & Retirement Specialist
Arizona
$25K – – –
AWM
1682
Abound Wealth Management
Tennessee
$24.3K -$3.55K -9 -14%
VWA
1683
Valued Wealth Advisors
Utah
$23.2K +$24.9K +63 New
PCOC
1684
Power Corp of Canada
Canada
$22.9K +$20.5K +52 New
WIM
1685
Westside Investment Management
California
$22.5K – – –
BHWM
1686
Beaird Harris Wealth Management
Texas
$22.5K +$20.1K +51 New
LIWM
1687
Long Island Wealth Management
New York
$22K +$19.3K +49 New
FPF
1688
First Pacific Financial
Washington
$21.6K -$4.74K -12 -20%
QL
1689
Quarry LP
New York
$21.1K +$18.9K +48 New
HCP
1690
Hexagon Capital Partners
Arkansas
$20.7K +$1.18K +3 +7%
CCMI
1691
Creative Capital Management Investments
California
$18.9K – – –
DCP
1692
DSM Capital Partners
Florida
$18.5K +$16.6K +42 New
TH
1693
TCTC Holdings
Texas
$18.1K – – –
PP
1694
PrairieView Partners
Minnesota
$18K – – –
NFSG
1695
Newbridge Financial Services Group
Florida
$17.7K -$13.4K -34 -46%
SVCP
1696
Silicon Valley Capital Partners
California
$17.7K – – –
AWM
1697
Able Wealth Management
New Jersey
$17.6K +$15.8K +40 New
NFA
1698
Northwest Financial Advisors
Virginia
$17.4K +$15.8K +40 New
TFA
1699
Toth Financial Advisory
Virginia
$17.2K – – –
CIA
1700
Cape Investment Advisory
Georgia
$17.2K +$15.4K +39 New
66 67
68
69 70