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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1851
Valued Wealth Advisors
Utah
$23.9K +$2.11K +5 +9%
HPBT
1852
Hickory Point Bank & Trust
Illinois
$23.6K – – –
NSIM
1853
North Star Investment Management
Illinois
$23.2K -$3.8K -9 -14%
BIAS
1854
Beacon Investment Advisory Services
New Jersey
$22.8K – – –
RWM
1855
Rialto Wealth Management
New York
$22K +$4.22K +10 +23%
CCMI
1856
Creative Capital Management Investments
California
$21.2K +$3.8K +9 +21%
SC
1857
SouthState Corp
Florida
$20.8K -$3.8K -9 -15%
DF
1858
Dunhill Financial
United Kingdom
$20.8K +$1.69K +4 +9%
HFS
1859
Hughes Financial Services
Virginia
$20.8K +$8.87K +21 +70%
WG
1860
Wellington Group
Indiana
$20.4K – – –
WFA
1861
Wedbush Fund Advisers
California
$20.4K -$13.1K -31 -38%
AIA
1862
Aventus Investment Advisors
Florida
$20.4K – – –
SIM
1863
Synergy Investment Management
Florida
$19.3K +$6.33K +15 +48%
BL
1864
BFSG LLC
California
$18.7K – – –
ADL
1865
Asset Dedication LLC
California
$18.7K +$3.38K +8 +21%
BFS
1866
Bare Financial Services
Pennsylvania
$18.7K +$8.87K +21 +84%
NEWAS
1867
N.E.W. Advisory Services
Wisconsin
$18.7K +$14.4K +34 +283%
KFG
1868
Kingdom Financial Group
Arizona
$18.7K +$8.87K +21 +84%
PP
1869
PFS Partners
New Jersey
$18.6K +$422 +1 +2%
AW
1870
Avion Wealth
Texas
$18K +$4.22K +10 +28%
MSWM
1871
Mowery & Schoenfeld Wealth Management
Illinois
$17.5K – – –
PWM
1872
Positano Wealth Management
$16.7K – – –
SC
1873
Solstein Capital
California
$16.7K – – –
ITIM
1874
Indiana Trust & Investment Management
Indiana
$16.3K -$44.3K -105 -72%
DCM
1875
Davis Capital Management
Florida
$16.3K +$13.9K +33 +471%
73 74
75
76 77