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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1726
Meeder Asset Management
Ohio
$37.5K -$213K -496 -86%
FFO
1727
Fortitude Family Office
Arizona
$36.6K – – –
RI
1728
Ridgewood Investments
New Jersey
$36.1K +$34.8K +81 New
AP
1729
Aspect Partners
Virginia
$34.3K – – –
PCWA
1730
Pacific Capital Wealth Advisors
California
$33.9K +$32.6K +76 New
FPF
1731
First Pacific Financial
Washington
$32.6K +$10.3K +24 +49%
HGA
1732
Hobbs Group Advisors
South Carolina
$31.2K +$30K +70 New
RMC
1733
Resources Management Corp
Connecticut
$31K – – –
VWA
1734
Valued Wealth Advisors
Utah
$30.5K – – –
S
1735
Sachetta
Massachusetts
$28.8K +$12.9K +30 +103%
FMP
1736
Financial Management Professionals
Texas
$28K – – –
PP
1737
Pacifica Partners
Canada
$27.4K – – –
HH
1738
HWG Holdings
Texas
$27.2K +$26.2K +61 New
HGERS
1739
Householder Group Estate & Retirement Specialist
Arizona
$27K +$2.15K +5 +9%
AWM
1740
Abound Wealth Management
Tennessee
$26.4K +$429 +1 +2%
RWM
1741
Raffa Wealth Management
District of Columbia
$26.3K – – –
PWMG
1742
Private Wealth Management Group
New Jersey
$25.9K – – –
OLVIG
1743
Oliver Lagore Vanvalin Investment Group
Michigan
$21K -$9.01K -21 -31%
DWA
1744
Delos Wealth Advisors
Texas
$20.1K – – –
VWM
1745
Valley Wealth Managers
New Jersey
$19.6K +$18.9K +44 New
CTWM
1746
Cherry Tree Wealth Management
Minnesota
$19.4K +$11.2K +26 +144%
CCMI
1747
Creative Capital Management Investments
California
$19.2K – – –
BCMLT
1748
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.8K +$6.43K +15 +56%
BL
1749
BFSG LLC
California
$18.7K – – –
DCP
1750
DSM Capital Partners
Florida
$18.7K – – –
68 69
70
71 72