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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
1826
Hobbs Group Advisors
South Carolina
$36.2K – – –
DF
1827
Dunhill Financial
United Kingdom
$36.2K +$16.8K +34 +94%
RMC
1828
Resources Management Corp
Connecticut
$36K – – –
AWM
1829
Abound Wealth Management
Tennessee
$35.8K +$4.95K +10 +17%
CJ
1830
Caitlin John
Michigan
$34.2K +$30.7K +62 +1,240%
S
1831
Sachetta
Massachusetts
$34.1K +$3.46K +7 +12%
BCMLT
1832
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.1K +$10.9K +22 +52%
LWANC
1833
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K +$12.4K +25 +66%
VAMG
1834
Voisard Asset Management Group
Michigan
$32K +$13.4K +27 +77%
PP
1835
Pacifica Partners
Canada
$31.5K – – –
CPA
1836
Capital Performance Advisors
California
$30.7K +$29.2K +59 New
RWM
1837
Raffa Wealth Management
District of Columbia
$30.5K – – –
PWMG
1838
Private Wealth Management Group
New Jersey
$30.5K +$495 +1 +2%
NAAA
1839
New Age Alpha Advisors
New York
$28.9K +$16.3K +33 +143%
FPFS
1840
First Personal Financial Services
North Carolina
$28.9K +$27.7K +56 New
OLVIG
1841
Oliver Lagore Vanvalin Investment Group
Michigan
$28.5K +$3.96K +8 +17%
PCWA
1842
Pacific Capital Wealth Advisors
California
$27.4K -$11.4K -23 -30%
NIC
1843
Northwest Investment Counselors
Oregon
$27.4K +$26.2K +53 New
VWA
1844
Valued Wealth Advisors
Utah
$26.1K -$8.91K -18 -26%
CTWM
1845
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
CCMI
1846
Creative Capital Management Investments
California
$22.2K – – –
BL
1847
BFSG LLC
California
$21.7K – – –
DCP
1848
DSM Capital Partners
Florida
$21.7K – – –
AS
1849
Altshuler Shaham
Israel
$21.7K +$20.8K +42 New
TH
1850
TCTC Holdings
Texas
$21.2K – – –
72 73
74
75 76