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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1776
Delap Wealth Advisory
Oregon
$74.4K +$77.3K +183 New
FFG
1777
Forum Finance Group
$74K +$95K +225 New
AIM
1778
Axiom Investment Management
New York
$73.7K – – –
WSCM
1779
Wellington Shields Capital Management
New York
$73.7K – – –
TCM
1780
TD Capital Management
Tennessee
$73.5K – – –
APFP
1781
Action Point Financial Planning
Michigan
$69.2K +$47.7K +113 New
EWM
1782
Evermay Wealth Management
Virginia
$68.8K -$6.33K -15 -8%
WPA
1783
West Paces Advisors
Georgia
$68.8K +$71.4K +169 New
FNWA
1784
Financial Network Wealth Advisors
Utah
$68.4K -$30.8K -73 -30%
B
1785
Bayban
Minnesota
$68.4K – – –
KFAS
1786
Keating Financial Advisory Services
Kansas
$65.2K +$26.2K +62 +63%
ADEF
1787
ABS Direct Equity Fund
Connecticut
$65.2K +$172K +407 New
AIM
1788
ABS Investment Management
Connecticut
$65.2K +$172K +407 New
GSWM
1789
Golden State Wealth Management
California
$64.2K +$1.69K +4 +3%
VFM
1790
Vision Financial Markets
Connecticut
$63.5K – – –
JGCM
1791
Joseph Group Capital Management
Ohio
$63.1K +$23.2K +55 +55%
WIM
1792
Westside Investment Management
California
$61.1K – – –
CGA
1793
Compound Global Advisors
Washington
$61.1K +$21.1K +50 +50%
CFM
1794
Compass Financial Management
Florida
$60.1K +$61.7K +146 New
SFG
1795
Strive Financial Group
Indiana
$57.4K -$5.91K -14 -9%
JGIA
1796
Jackson Grant Investment Advisers
Connecticut
$56.2K -$6.33K -15 -10%
CNBTD
1797
Citizens National Bank Trust Department
Mississippi
$54.6K – – –
CYG
1798
Clean Yield Group
Vermont
$54.2K – – –
PWMG
1799
Private Wealth Management Group
New Jersey
$52.9K +$2.11K +5 +4%
EWP
1800
Elevation Wealth Partners
California
$52.9K +$13.1K +31 +31%
70 71
72
73 74