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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1801
Westside Investment Management
California
$5.35K +$5.15K +12 New
APC
1802
Aspire Private Capital
North Carolina
$4.91K – – –
VWWMG
1803
Vermillion & White Wealth Management Group
Pennsylvania
$4.91K – – –
RWA
1804
Redmont Wealth Advisors
Illinois
$4.46K – – –
SCA
1805
Stuart Chaussee & Associates
California
$4.46K – – –
RAM
1806
Riggs Asset Management
Pennsylvania
$4.46K +$1.29K +3 +43%
RCM
1807
Richardson Capital Management
Wisconsin
$4.46K +$4.29K +10 New
RWM
1808
Ruedi Wealth Management
Illinois
$4.46K +$4.29K +10 New
JPWM
1809
Jamison Private Wealth Management
Georgia
$4.1K – – –
AP
1810
Atwood & Palmer
Missouri
$4.01K – – –
HWP
1811
Highline Wealth Partners
California
$4.01K +$429 +1 +13%
TLCM
1812
Twin Lakes Capital Management
California
$3.69K – – –
CAC
1813
Core Alternative Capital
Georgia
$3.57K – – –
WWM
1814
Wolff Wiese Magana
California
$3.57K – – –
TAM
1815
Tucker Asset Management
Colorado
$3.57K +$1.72K +4 +100%
ETS
1816
ESL Trust Services
New York
$3.57K +$3.43K +8 New
NL
1817
NVWM LLC
Pennsylvania
$3.12K – – –
IHWM
1818
Iron Horse Wealth Management
Iowa
$2.68K – – –
CAM
1819
Creekmur Asset Management
Illinois
$2.68K +$2.57K +6 New
CC
1820
Cultivar Capital
Texas
$2.68K +$2.57K +6 New
PO
1821
Private Ocean
California
$2.68K +$2.57K +6 New
CTB
1822
Country Trust Bank
Illinois
$2.23K -$136K -318 -98%
CP
1823
Castleview Partners
Texas
$2.23K -$133K -310 -98%
CJ
1824
Caitlin John
Michigan
$2.23K – – –
CIM
1825
Contravisory Investment Management
Massachusetts
$2.23K – – –
71 72
73
74 75