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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1826
Medallion Wealth Advisors
Connecticut
$37.1K -$50.7K -120 -57%
HFS
1827
Horizon Financial Services
North Carolina
$36.7K +$16.5K +39 +76%
KFP
1828
Kerr Financial Planning
California
$35.8K – – –
LC
1829
Lavaca Capital
Texas
$35.4K – – –
SEP
1830
Signature Equity Partners
Ohio
$35.3K +$8.87K +21 +32%
CI
1831
Clal Insurance
Israel
$35K -$12.2K -29 -25%
SIC
1832
SJS Investment Consulting
Ohio
$32.6K -$28.3K -67 -46%
BWS
1833
Buck Wealth Strategies
Colorado
$32.4K +$33.8K +80 New
MHR
1834
Matthew Hamilton Rosenberg
$32.2K -$33.4K -79 -50%
DCM
1835
Disciplina Capital Management
Tennessee
$31K -$9.71K -23 -23%
AT
1836
Arlington Trust
Alabama
$31K -$53.2K -126 -62%
AFC
1837
Ares Financial Consulting
California
$31K – – –
HWA
1838
Heritage Wealth Advisors
Virginia
$31K – – –
EIP
1839
Essential Investment Partners
Colorado
$30.1K – – –
RWM
1840
Raffa Wealth Management
District of Columbia
$30.1K +$2.11K +5 +7%
UFPG
1841
United Financial Planning Group
New York
$29.7K – – –
FFO
1842
Fortitude Family Office
Arizona
$29.7K +$5.91K +14 +24%
GWS
1843
Greykasell Wealth Strategies
California
$29.4K – – –
DIP
1844
DT Investment Partners
Pennsylvania
$28.9K -$24.5K -58 -45%
BTD
1845
BankPlus Trust Department
Mississippi
$28.9K – – –
SSG
1846
Summit Securities Group
New York
$28.5K -$2.11K -5 -7%
PP
1847
Pingora Partners
Wyoming
$28.5K – – –
AP
1848
Aspect Partners
Virginia
$28.1K +$6.33K +15 +28%
HBW
1849
Hazlett, Burt & Watson
West Virginia
$28K -$7.6K -18 -21%
HNW
1850
High Note Wealth
Minnesota
$27.3K +$8.87K +21 +46%
72 73
74
75 76