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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1826
Ares Financial Consulting
California
$31K – – –
HWA
1827
Heritage Wealth Advisors
Virginia
$31K – – –
EIP
1828
Essential Investment Partners
Colorado
$30.1K – – –
RWM
1829
Raffa Wealth Management
District of Columbia
$30.1K +$2.11K +5 +7%
UFPG
1830
United Financial Planning Group
New York
$29.7K – – –
FFO
1831
Fortitude Family Office
Arizona
$29.7K +$5.91K +14 +24%
GWS
1832
Greykasell Wealth Strategies
California
$29.4K – – –
DIP
1833
DT Investment Partners
Pennsylvania
$28.9K -$24.5K -58 -45%
BTD
1834
BankPlus Trust Department
Mississippi
$28.9K – – –
SSG
1835
Summit Securities Group
New York
$28.5K -$2.11K -5 -7%
PP
1836
Pingora Partners
Wyoming
$28.5K – – –
AP
1837
Aspect Partners
Virginia
$28.1K +$6.33K +15 +28%
HBW
1838
Hazlett, Burt & Watson
West Virginia
$28K -$7.6K -18 -21%
HNW
1839
High Note Wealth
Minnesota
$27.3K +$8.87K +21 +46%
FMP
1840
Financial Management Professionals
Texas
$26.5K -$71.8K -170 -72%
AAG
1841
Armstrong Advisory Group
Massachusetts
$26.5K – – –
BONH
1842
Bank of New Hampshire
New Hampshire
$26.5K – – –
FPF
1843
First Pacific Financial
Washington
$26.4K -$5.07K -12 -16%
BWAM
1844
Boyd Watterson Asset Management
Ohio
$26.1K – – –
Q1WB
1845
Quest 10 Wealth Builders
Virginia
$25.1K -$422 -1 -2%
AF
1846
Abound Financial
California
$24.4K +$25.3K +60 New
SWIM
1847
Smallwood Wealth Investment Management
New Jersey
$24.4K -$1.69K -4 -6%
AEPWM
1848
Atlantic Edge Private Wealth Management
Florida
$24K +$17.3K +41 +228%
MAM
1849
Meeder Asset Management
Ohio
$24K +$4.64K +11 +23%
OAJ
1850
Ogorek Anthony Joseph
New York
$24K +$9.71K +23 +64%
72 73
74
75 76