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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1751
Western Pacific Wealth Management
Illinois
$108K – – –
T
1752
TOBAM
France
$104K – – –
PGAM
1753
Princeton Global Asset Management
New Jersey
$103K – – –
PP
1754
PFS Partners
New Jersey
$101K – – –
JWA
1755
JFS Wealth Advisors
Pennsylvania
$101K +$495 +1 +0.5%
AP
1756
Atwood & Palmer
Missouri
$101K +$92K +186 +2,067%
DCM
1757
Disciplina Capital Management
Tennessee
$100K -$17.8K -36 -16%
HCM
1758
Hollencrest Capital Management
California
$99.7K +$7.42K +15 +8%
MCM
1759
MV Capital Management
Maryland
$98.2K – – –
AT
1760
Arlington Trust
Alabama
$98.2K +$5.44K +11 +6%
AFG
1761
Albion Financial Group
Utah
$98.2K +$94K +190 New
HIIFS
1762
Harel Insurance Investments & Financial Services
Israel
$96K -$38.6K -78 -30%
MWM
1763
Mascoma Wealth Management
New Hampshire
$95.6K – – –
OC
1764
Oakworth Capital
Alabama
$95.6K +$31.7K +64 +53%
RA
1765
Rise Advisors
New York
$95K +$495 +1 +0.5%
WPA
1766
West Paces Advisors
Georgia
$92K -$11.4K -23 -11%
AA
1767
Ancora Advisors
Ohio
$88K +$990 +2 +1%
JGIA
1768
Jackson Grant Investment Advisers
Connecticut
$86.8K – – –
CHA
1769
Carmichael Hill & Associates
Maryland
$86.3K – – –
FFO
1770
Fortitude Family Office
Arizona
$82.1K +$38.1K +77 +94%
HCP
1771
Hexagon Capital Partners
Arkansas
$81.6K +$20.8K +42 +36%
AWM
1772
Atticus Wealth Management
Florida
$79.6K – – –
GA
1773
GoalVest Advisory
New York
$79K +$11.9K +24 +19%
EWP
1774
Elevation Wealth Partners
California
$77.5K – – –
ADL
1775
Asset Dedication LLC
California
$75.9K -$1.98K -4 -3%
69 70
71
72 73