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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1826
Resources Management Corp
Connecticut
$36K – – –
AWM
1827
Abound Wealth Management
Tennessee
$35.8K +$4.95K +10 +17%
CJ
1828
Caitlin John
Michigan
$34.2K +$30.7K +62 +1,240%
S
1829
Sachetta
Massachusetts
$34.1K +$3.46K +7 +12%
BCMLT
1830
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.1K +$10.9K +22 +52%
LWANC
1831
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K +$12.4K +25 +66%
VAMG
1832
Voisard Asset Management Group
Michigan
$32K +$13.4K +27 +77%
PP
1833
Pacifica Partners
Canada
$31.5K – – –
CPA
1834
Capital Performance Advisors
California
$30.7K +$29.2K +59 New
RWM
1835
Raffa Wealth Management
District of Columbia
$30.5K – – –
PWMG
1836
Private Wealth Management Group
New Jersey
$30.5K +$495 +1 +2%
NAAA
1837
New Age Alpha Advisors
New York
$28.9K +$16.3K +33 +143%
FPFS
1838
First Personal Financial Services
North Carolina
$28.9K +$27.7K +56 New
OLVIG
1839
Oliver Lagore Vanvalin Investment Group
Michigan
$28.5K +$3.96K +8 +17%
PCWA
1840
Pacific Capital Wealth Advisors
California
$27.4K -$11.4K -23 -30%
NIC
1841
Northwest Investment Counselors
Oregon
$27.4K +$26.2K +53 New
VWA
1842
Valued Wealth Advisors
Utah
$26.1K -$8.91K -18 -26%
CTWM
1843
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
CCMI
1844
Creative Capital Management Investments
California
$22.2K – – –
BL
1845
BFSG LLC
California
$21.7K – – –
DCP
1846
DSM Capital Partners
Florida
$21.7K – – –
AS
1847
Altshuler Shaham
Israel
$21.7K +$20.8K +42 New
TH
1848
TCTC Holdings
Texas
$21.2K – – –
PP
1849
PrairieView Partners
Minnesota
$21K – – –
SVCP
1850
Silicon Valley Capital Partners
California
$20.9K – – –
72 73
74
75 76