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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1826
Fourth Dimension Wealth
Ohio
$99.6K +$101K +200 New
WA
1827
Whipplewood Advisors
Colorado
$98.1K +$100K +197 New
DCM
1828
Disciplina Capital Management
Tennessee
$97K +$507 +1 +0.5%
PP
1829
PFS Partners
New Jersey
$96.5K -$507 -1 -0.5%
AP
1830
Atwood & Palmer
Missouri
$96.1K -$1.01K -2 -1%
HCM
1831
Hollencrest Capital Management
California
$96.1K – – –
MCM
1832
MV Capital Management
Maryland
$95.1K +$507 +1 +0.5%
MWM
1833
Mascoma Wealth Management
New Hampshire
$94.6K +$2.54K +5 +3%
HIM
1834
Hillsdale Investment Management
Ontario, Canada
$94.6K +$96.4K +190 New
MWA
1835
Medallion Wealth Advisors
Connecticut
$92.2K +$92.9K +183 New
BC
1836
Bayforest Capital
United Kingdom
$91.6K +$93.4K +184 New
RA
1837
Rise Advisors
New York
$89.7K -$2.03K -4 -2%
PSFG
1838
Park Square Financial Group
Georgia
$88.7K +$90.3K +178 New
WPA
1839
West Paces Advisors
Georgia
$88.6K – – –
AWM
1840
Accredited Wealth Management
Kentucky
$87.2K +$88.8K +175 New
AA
1841
Ancora Advisors
Ohio
$86.9K +$2.03K +4 +2%
HIMS
1842
Hager Investment Management Services
New Hampshire
$85.7K +$87.3K +172 New
FNWA
1843
Financial Network Wealth Advisors
Utah
$84.7K -$145K -285 -63%
JGIA
1844
Jackson Grant Investment Advisers
Connecticut
$83.7K – – –
JWA
1845
JFS Wealth Advisors
Pennsylvania
$81.2K -$16.2K -32 -16%
FFO
1846
Fortitude Family Office
Arizona
$79.2K – – –
T
1847
TOBAM
France
$79K -$21.3K -42 -21%
VFM
1848
Vision Financial Markets
Connecticut
$77.7K +$79.2K +156 New
AWM
1849
Atticus Wealth Management
Florida
$76.7K – – –
ADL
1850
Asset Dedication LLC
California
$76.7K +$3.55K +7 +5%
72 73
74
75 76