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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1751
Dogwood Wealth Management
Kansas
$91.6K +$77.7K +184 +449%
QWM
1752
Quaker Wealth Management
New Jersey
$90K -$40.5K -96 -30%
BFPW
1753
BOK Financial Private Wealth
Colorado
$89.2K +$3.38K +8 +4%
CT
1754
Clearstead Trust
Maine
$88.4K -$422 -1 -0.5%
BGAI
1755
Bruce G. Allen Investments
Colorado
$88K -$9.71K -23 -10%
HDIM
1756
Hanson & Doremus Investment Management
Vermont
$83K – – –
PPC
1757
Park Place Capital
Alabama
$81.5K -$65K -154 -44%
CPBTD
1758
Central Pacific Bank - Trust Division
Hawaii
$80.6K – – –
YDMI
1759
Y.D. More Investments
Israel
$79.4K – – –
AP
1760
Atwood & Palmer
Missouri
$79.2K +$422 +1 +0.5%
AA
1761
Addison Advisors
Vermont
$78.2K -$41.4K -98 -34%
FC
1762
Financial Consulate
Maryland
$76.6K -$14.4K -34 -15%
MCM
1763
MV Capital Management
Maryland
$76.2K +$422 +1 +0.5%
DCM
1764
Dorato Capital Management
Colorado
$75.8K – – –
JWA
1765
JFS Wealth Advisors
Pennsylvania
$74.5K -$29.6K -70 -28%
DWA
1766
Delap Wealth Advisory
Oregon
$74.4K +$77.3K +183 New
FFG
1767
Forum Finance Group
$74K +$95K +225 New
AIM
1768
Axiom Investment Management
New York
$73.7K – – –
WSCM
1769
Wellington Shields Capital Management
New York
$73.7K – – –
TCM
1770
TD Capital Management
Tennessee
$73.5K – – –
APFP
1771
Action Point Financial Planning
Michigan
$69.2K +$47.7K +113 New
EWM
1772
Evermay Wealth Management
Virginia
$68.8K -$6.33K -15 -8%
WPA
1773
West Paces Advisors
Georgia
$68.8K +$71.4K +169 New
FNWA
1774
Financial Network Wealth Advisors
Utah
$68.4K -$30.8K -73 -30%
B
1775
Bayban
Minnesota
$68.4K – – –
69 70
71
72 73