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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1801
Frank Rimerman Advisors
California
$5.53K – – –
JFA
1802
JNBA Financial Advisors
Minnesota
$5.11K – – –
TCA
1803
Trifecta Capital Advisors
Illinois
$5.11K – – –
RS
1804
Rakuten Securities
Japan
$5.11K -$867 -2 -14%
FRA
1805
Front Row Advisors
California
$5.11K – – –
APC
1806
Aspire Private Capital
North Carolina
$4.68K – – –
VWWMG
1807
Vermillion & White Wealth Management Group
Pennsylvania
$4.68K – – –
SCA
1808
Stuart Chaussee & Associates
California
$4.25K – – –
RWA
1809
Redmont Wealth Advisors
Illinois
$4.25K +$4.33K +10 New
JPWM
1810
Jamison Private Wealth Management
Georgia
$3.9K – – –
AP
1811
Atwood & Palmer
Missouri
$3.83K – – –
TLCM
1812
Twin Lakes Capital Management
California
$3.51K – – –
CAC
1813
Core Alternative Capital
Georgia
$3.4K -$47.7K -110 -93%
HWP
1814
Highline Wealth Partners
California
$3.4K – – –
WWM
1815
Wolff Wiese Magana
California
$3.4K – – –
FIM
1816
Fernwood Investment Management
Massachusetts
$3.4K +$3.47K +8 New
RAM
1817
Riggs Asset Management
Pennsylvania
$2.98K +$3.03K +7 New
W
1818
WealthCollab
Washington
$2.98K +$3.03K +7 New
PCA
1819
Providence Capital Advisors
North Carolina
$2.98K – – –
NL
1820
NVWM LLC
Pennsylvania
$2.98K +$3.03K +7 New
IGWM
1821
ICA Group Wealth Management
Colorado
$2.55K – – –
IHWM
1822
Iron Horse Wealth Management
Iowa
$2.55K – – –
FSWA
1823
Financial Synergies Wealth Advisors
Texas
$2.13K -$433 -1 -17%
CJ
1824
Caitlin John
Michigan
$2.13K – – –
CIM
1825
Contravisory Investment Management
Massachusetts
$2.13K +$2.17K +5 New
71 72
73
74 75