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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1726
Pin Oak Investment Advisors
Texas
$7K – – –
JGIA
1727
Jackson Grant Investment Advisers
Connecticut
$6.61K – – –
DPW
1728
DiNuzzo Private Wealth
Pennsylvania
$6.61K +$5.92K +15 New
FBC
1729
Fairfield, Bush & Co
Connecticut
$6.61K +$5.92K +15 New
SN
1730
Sittner & Nelson
Oregon
$6.17K – – –
AIMA
1731
Ables Iannone Moore & Associates
Georgia
$6.17K +$5.53K +14 New
RS
1732
Rakuten Securities
Japan
$6.17K +$5.53K +14 New
HBW
1733
Hazlett, Burt & Watson
West Virginia
$6K -$3.16K -8 -40%
SIC
1734
SJS Investment Consulting
Ohio
$5.73K +$395 +1 +8%
FRA
1735
Frank Rimerman Advisors
California
$5.73K +$5.13K +13 New
MSG
1736
Main Street Group
Virginia
$5.73K +$5.13K +13 New
JFA
1737
JNBA Financial Advisors
Minnesota
$5.29K – – –
TCA
1738
Trifecta Capital Advisors
Illinois
$5.29K – – –
FRA
1739
Front Row Advisors
California
$5.29K – – –
APC
1740
Aspire Private Capital
North Carolina
$4.84K -$789 -2 -15%
VWWMG
1741
Vermillion & White Wealth Management Group
Pennsylvania
$4.84K +$4.34K +11 New
RIM
1742
Rockbridge Investment Management
New York
$4.41K +$3.95K +10 New
RTL
1743
Red Tortoise LLC
Georgia
$4.41K – – –
SCA
1744
Stuart Chaussee & Associates
California
$4.41K – – –
CTWM
1745
Cherry Tree Wealth Management
Minnesota
$4.18K – – –
JPWM
1746
Jamison Private Wealth Management
Georgia
$4.03K – – –
DWMG
1747
DB Wealth Management Group
California
$3.96K – – –
AP
1748
Atwood & Palmer
Missouri
$3.96K +$789 +2 +29%
TLCM
1749
Twin Lakes Capital Management
California
$3.63K – – –
WWM
1750
Wolff Wiese Magana
California
$3.52K – – –
68 69
70
71 72