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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1801
Hollencrest Capital Management
California
$45.2K -$61.7K -146 -57%
RA
1802
Rational Advisors
New York
$44.8K +$4.22K +10 +10%
S
1803
Sachetta
Massachusetts
$44.4K +$14.4K +34 +45%
BFP
1804
Birchwood Financial Partners
Minnesota
$43.2K -$422 -1 -0.9%
CVM
1805
Cheviot Value Management
California
$41.5K +$21.1K +50 +96%
SG
1806
Sankala Group
Colorado
$41.3K – – –
WA
1807
WPG Advisers
Maryland
$40.7K +$11.4K +27 +37%
SFAM
1808
Sawyer Falduto Asset Management
Illinois
$40.6K – – –
FFA
1809
Frazier Financial Advisors
Ohio
$40.5K -$5.49K -13 -12%
HHCP
1810
Hilton Head Capital Partners
South Carolina
$39.9K -$11K -26 -21%
BSB
1811
Bangor Savings Bank
Maine
$39.9K -$422 -1 -1%
NWS
1812
Nvest Wealth Strategies
Ohio
$38.3K -$1.69K -4 -4%
AF
1813
Align Financial
Minnesota
$38.3K – – –
FGA
1814
Fortis Group Advisors
New Jersey
$37.9K +$1.27K +3 +3%
MWA
1815
Medallion Wealth Advisors
Connecticut
$37.1K -$50.7K -120 -57%
HFS
1816
Horizon Financial Services
North Carolina
$36.7K +$16.5K +39 +76%
KFP
1817
Kerr Financial Planning
California
$35.8K – – –
LC
1818
Lavaca Capital
Texas
$35.4K – – –
SEP
1819
Signature Equity Partners
Ohio
$35.3K +$8.87K +21 +32%
CI
1820
Clal Insurance
Israel
$35K -$12.2K -29 -25%
SIC
1821
SJS Investment Consulting
Ohio
$32.6K -$28.3K -67 -46%
BWS
1822
Buck Wealth Strategies
Colorado
$32.4K +$33.8K +80 New
MHR
1823
Matthew Hamilton Rosenberg
$32.2K -$33.4K -79 -50%
DCM
1824
Disciplina Capital Management
Tennessee
$31K -$9.71K -23 -23%
AT
1825
Arlington Trust
Alabama
$31K -$53.2K -126 -62%
71 72
73
74 75