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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1776
Scarborough Advisors
Maryland
$11.2K +$429 +1 +4%
FIM
1777
FWL Investment Management
Texas
$11.2K +$10.7K +25 New
HDIM
1778
Hanson & Doremus Investment Management
Vermont
$11K – – –
NAAA
1779
New Age Alpha Advisors
New York
$10.3K +$9.87K +23 New
RWMG
1780
Redwood Wealth Management Group
New Jersey
$10.3K +$9.87K +23 New
AW
1781
Avion Wealth
Texas
$10K +$2.57K +6 +35%
SWA
1782
SOA Wealth Advisors
New York
$9.41K -$429 -1 -5%
CAS
1783
Coppell Advisory Solutions
Texas
$9.37K +$9.01K +21 New
GFPC
1784
Global Financial Private Client
Florida
$8.47K – – –
SFA
1785
Semmax Financial Advisors
North Carolina
$7.84K +$6.86K +16 New
FG
1786
Fairman Group
Pennsylvania
$7.58K – – –
DPW
1787
DiNuzzo Private Wealth
Pennsylvania
$7.58K +$429 +1 +6%
UWS
1788
Unique Wealth Strategies
Illinois
$6.81K +$6.86K +16 New
BC
1789
Belmont Capital
California
$6.69K – – –
SN
1790
Sittner & Nelson
Oregon
$6.24K – – –
FCG
1791
Financial Connections Group
California
$6K – – –
FPB
1792
First PREMIER Bank
South Dakota
$6K +$6.01K +14 New
SFC
1793
Strategic Financial Concepts
Texas
$5.82K +$4.83M +11,249 New
MSG
1794
Main Street Group
Virginia
$5.8K – – –
SIC
1795
SJS Investment Consulting
Ohio
$5.8K -$41.2K -96 -88%
UFF
1796
USA Financial Formulas
Michigan
$5.35K -$10.7K -25 -68%
FRA
1797
Front Row Advisors
California
$5.35K – – –
JFA
1798
JNBA Financial Advisors
Minnesota
$5.35K – – –
TCA
1799
Trifecta Capital Advisors
Illinois
$5.35K – – –
LIA
1800
Lynx Investment Advisory
District of Columbia
$5.35K +$5.15K +12 New
70 71
72
73 74