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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1751
PrairieView Partners
Minnesota
$18K – – –
DCP
1752
DSM Capital Partners
Florida
$17.9K – – –
BL
1753
BFSG LLC
California
$17.9K +$18.2K +42 New
TH
1754
TCTC Holdings
Texas
$17.4K – – –
SVCP
1755
Silicon Valley Capital Partners
California
$17.1K – – –
LWANC
1756
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.2K +$16.5K +38 New
VNA
1757
Valley National Advisers
Pennsylvania
$16K +$867 +2 +6%
UFF
1758
USA Financial Formulas
Michigan
$15.7K +$433 +1 +3%
SC
1759
Steph & Co
Wisconsin
$15.3K – – –
VAMG
1760
Voisard Asset Management Group
Michigan
$14.9K – – –
SC
1761
SouthState Corp
Florida
$14.9K +$6.07K +14 +67%
NFSG
1762
Newbridge Financial Services Group
Florida
$14.6K -$2.6K -6 -15%
LI
1763
LRI Investments
Florida
$13.6K +$13.9K +32 New
AFS
1764
Annapolis Financial Services
Maryland
$13.2K – – –
DF
1765
Dunhill Financial
United Kingdom
$12.9K +$1.73K +4 +15%
CIAS
1766
CBIZ Investment Advisory Services
Ohio
$12.8K +$13K +30 New
S
1767
Sachetta
Massachusetts
$12.8K – – –
TFA
1768
Toth Financial Advisory
Virginia
$12.8K -$3.9K -9 -23%
TSWM
1769
Tyler-Stone Wealth Management
Ohio
$12.8K – – –
RTL
1770
Red Tortoise LLC
Georgia
$12.6K +$8.67K +20 +200%
HBW
1771
Hazlett, Burt & Watson
West Virginia
$12K +$7.37K +17 +142%
BCMLT
1772
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$7.8K +18 +200%
MFT
1773
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
NCM
1774
Northwest Capital Management
Oregon
$11.5K – – –
RFG
1775
RFP Financial Group
Georgia
$11.5K +$3.47K +8 +42%
69 70
71
72 73