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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1701
Raleigh Capital Management
North Carolina
$16K +$12.6K +32 +800%
SC
1702
Steph & Co
Wisconsin
$15.9K – – –
UFF
1703
USA Financial Formulas
Michigan
$15.9K +$7.1K +18 +100%
VAMG
1704
Voisard Asset Management Group
Michigan
$15.4K +$13.8K +35 New
VNA
1705
Valley National Advisers
Pennsylvania
$15K +$9.08K +23 +177%
AFS
1706
Annapolis Financial Services
Maryland
$13.7K -$1.58K -4 -11%
TSWM
1707
Tyler-Stone Wealth Management
Ohio
$13.2K – – –
S
1708
Sachetta
Massachusetts
$12.8K +$11.4K +29 New
MFT
1709
Moisand Fitzgerald Tamayo
Florida
$11.9K -$789 -2 -7%
NCM
1710
Northwest Capital Management
Oregon
$11.9K +$1.58K +4 +17%
DF
1711
Dunhill Financial
United Kingdom
$11.6K +$10.3K +26 New
CMA
1712
Cedar Mountain Advisors
Oregon
$11.5K – – –
NSIM
1713
North Star Investment Management
Illinois
$11.5K – – –
TSW
1714
Thompson Siegel & Walmsley
Virginia
$11K – – –
SA
1715
Scarborough Advisors
Maryland
$10.6K +$9.47K +24 New
FGAM
1716
Financial Gravity Asset Management
Texas
$10.5K +$9.08K +23 New
GFPC
1717
Global Financial Private Client
Florida
$10.2K – – –
SWA
1718
SOA Wealth Advisors
New York
$9.73K – – –
TVAMP
1719
Tennessee Valley Asset Management Partners
Tennessee
$9.53K +$8.68K +22 New
SC
1720
SouthState Corp
Florida
$9.25K -$2.37K -6 -22%
CT
1721
Cambridge Trust
Massachusetts
$8.81K -$20.5K -52 -72%
RFG
1722
RFP Financial Group
Georgia
$8.37K – – –
OPTFSNA
1723
Old Point Trust & Financial Services N A
Virginia
$7.93K +$7.1K +18 New
CAS
1724
Coppell Advisory Solutions
Texas
$7.49K +$6.71K +17 New
FG
1725
Fairman Group
Pennsylvania
$7.49K +$6.71K +17 New
67 68
69
70 71