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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1776
Keating Financial Advisory Services
Kansas
$65.2K +$26.2K +62 +63%
ADEF
1777
ABS Direct Equity Fund
Connecticut
$65.2K +$172K +407 New
AIM
1778
ABS Investment Management
Connecticut
$65.2K +$172K +407 New
GSWM
1779
Golden State Wealth Management
California
$64.2K +$1.69K +4 +3%
VFM
1780
Vision Financial Markets
Connecticut
$63.5K – – –
JGCM
1781
Joseph Group Capital Management
Ohio
$63.1K +$23.2K +55 +55%
WIM
1782
Westside Investment Management
California
$61.1K – – –
CGA
1783
Compound Global Advisors
Washington
$61.1K +$21.1K +50 +50%
CFM
1784
Compass Financial Management
Florida
$60.1K +$61.7K +146 New
SFG
1785
Strive Financial Group
Indiana
$57.4K -$5.91K -14 -9%
JGIA
1786
Jackson Grant Investment Advisers
Connecticut
$56.2K -$6.33K -15 -10%
CNBTD
1787
Citizens National Bank Trust Department
Mississippi
$54.6K – – –
CYG
1788
Clean Yield Group
Vermont
$54.2K – – –
PWMG
1789
Private Wealth Management Group
New Jersey
$52.9K +$2.11K +5 +4%
EWP
1790
Elevation Wealth Partners
California
$52.9K +$13.1K +31 +31%
SGK
1791
Steigerwald Gordon & Koch
Virginia
$52.1K – – –
HIMS
1792
Hager Investment Management Services
New Hampshire
$50.9K – – –
MFC
1793
Mechanics Financial Corp
Ohio
$50.9K – – –
VNA
1794
Valley National Advisers
Pennsylvania
$50.9K +$4.64K +11 +10%
AWM
1795
Aberdeen Wealth Management
Illinois
$50.9K +$52.8K +125 New
TFA
1796
Transamerica Financial Advisors
Florida
$50.8K -$3.8K -9 -7%
STB
1797
S&T Bank
Pennsylvania
$50.1K +$7.18K +17 +16%
KAS
1798
Kemnay Advisory Services
New York
$47.2K +$49K +116 New
TF
1799
Tompkins Financial
New York
$46.8K – – –
SHIM
1800
Stone House Investment Management
Pennsylvania
$46K +$42.2K +100 +769%
70 71
72
73 74