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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1851
Financial Management Professionals
Texas
$26.5K -$71.8K -170 -72%
AAG
1852
Armstrong Advisory Group
Massachusetts
$26.5K – – –
BONH
1853
Bank of New Hampshire
New Hampshire
$26.5K – – –
FPF
1854
First Pacific Financial
Washington
$26.4K -$5.07K -12 -16%
BWAM
1855
Boyd Watterson Asset Management
Ohio
$26.1K – – –
Q1WB
1856
Quest 10 Wealth Builders
Virginia
$25.1K -$422 -1 -2%
AF
1857
Abound Financial
California
$24.4K +$25.3K +60 New
SWIM
1858
Smallwood Wealth Investment Management
New Jersey
$24.4K -$1.69K -4 -6%
AEPWM
1859
Atlantic Edge Private Wealth Management
Florida
$24K +$17.3K +41 +228%
MAM
1860
Meeder Asset Management
Ohio
$24K +$4.64K +11 +23%
OAJ
1861
Ogorek Anthony Joseph
New York
$24K +$9.71K +23 +64%
VWA
1862
Valued Wealth Advisors
Utah
$23.9K +$2.11K +5 +9%
HPBT
1863
Hickory Point Bank & Trust
Illinois
$23.6K – – –
NSIM
1864
North Star Investment Management
Illinois
$23.2K -$3.8K -9 -14%
BIAS
1865
Beacon Investment Advisory Services
New Jersey
$22.8K – – –
RWM
1866
Rialto Wealth Management
New York
$22K +$4.22K +10 +23%
CCMI
1867
Creative Capital Management Investments
California
$21.2K +$3.8K +9 +21%
SC
1868
SouthState Corp
Florida
$20.8K -$3.8K -9 -15%
DF
1869
Dunhill Financial
United Kingdom
$20.8K +$1.69K +4 +9%
HFS
1870
Hughes Financial Services
Virginia
$20.8K +$8.87K +21 +70%
WFA
1871
Wedbush Fund Advisers
California
$20.4K -$13.1K -31 -38%
AIA
1872
Aventus Investment Advisors
Florida
$20.4K – – –
SIM
1873
Synergy Investment Management
Florida
$19.3K +$6.33K +15 +48%
BL
1874
BFSG LLC
California
$18.7K – – –
ADL
1875
Asset Dedication LLC
California
$18.7K +$3.38K +8 +21%
73 74
75
76 77