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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1726
Avion Wealth
Texas
$7K – – –
POIA
1727
Pin Oak Investment Advisors
Texas
$7K – – –
JGIA
1728
Jackson Grant Investment Advisers
Connecticut
$6.61K – – –
DPW
1729
DiNuzzo Private Wealth
Pennsylvania
$6.61K +$5.92K +15 New
FBC
1730
Fairfield, Bush & Co
Connecticut
$6.61K +$5.92K +15 New
SN
1731
Sittner & Nelson
Oregon
$6.17K – – –
AIMA
1732
Ables Iannone Moore & Associates
Georgia
$6.17K +$5.53K +14 New
RS
1733
Rakuten Securities
Japan
$6.17K +$5.53K +14 New
HBW
1734
Hazlett, Burt & Watson
West Virginia
$6K -$3.16K -8 -40%
SIC
1735
SJS Investment Consulting
Ohio
$5.73K +$395 +1 +8%
FRA
1736
Frank Rimerman Advisors
California
$5.73K +$5.13K +13 New
MSG
1737
Main Street Group
Virginia
$5.73K +$5.13K +13 New
JFA
1738
JNBA Financial Advisors
Minnesota
$5.29K – – –
TCA
1739
Trifecta Capital Advisors
Illinois
$5.29K – – –
FRA
1740
Front Row Advisors
California
$5.29K – – –
APC
1741
Aspire Private Capital
North Carolina
$4.84K -$789 -2 -15%
VWWMG
1742
Vermillion & White Wealth Management Group
Pennsylvania
$4.84K +$4.34K +11 New
RIM
1743
Rockbridge Investment Management
New York
$4.41K +$3.95K +10 New
RTL
1744
Red Tortoise LLC
Georgia
$4.41K – – –
SCA
1745
Stuart Chaussee & Associates
California
$4.41K – – –
CTWM
1746
Cherry Tree Wealth Management
Minnesota
$4.18K – – –
JPWM
1747
Jamison Private Wealth Management
Georgia
$4.03K – – –
DWMG
1748
DB Wealth Management Group
California
$3.96K – – –
AP
1749
Atwood & Palmer
Missouri
$3.96K +$789 +2 +29%
TLCM
1750
Twin Lakes Capital Management
California
$3.63K – – –
68 69
70
71 72