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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1851
Northwest Financial Advisors
Virginia
$20.6K +$19.8K +40 New
WTA
1852
Washington Trust Advisors
Massachusetts
$19.6K – – –
BGA
1853
Battery Global Advisors
Massachusetts
$18.7K +$17.8K +36 New
SL
1854
Salomon & Ludwin
Virginia
$17.6K +$3.96K +8 +31%
AFS
1855
Annapolis Financial Services
Maryland
$16.7K +$495 +1 +3%
PFG
1856
Peterson Financial Group
Iowa
$16.6K +$15.8K +32 New
SWA
1857
SOA Wealth Advisors
New York
$16.6K +$5.44K +11 +52%
AEPWM
1858
Atlantic Edge Private Wealth Management
Florida
$16.5K +$15.8K +32 New
CIAS
1859
CBIZ Investment Advisory Services
Ohio
$15.5K – – –
CT
1860
Coastline Trust
Rhode Island
$15.5K +$14.8K +30 New
RTL
1861
Red Tortoise LLC
Georgia
$15.4K – – –
LIS
1862
Legacy Investment Solutions
Idaho
$15.3K +$14.8K +30 New
LWMI
1863
Legacy Wealth Management (Idaho)
Idaho
$15.3K +$14.8K +30 New
HBW
1864
Hazlett, Burt & Watson
West Virginia
$15K – – –
BHWM
1865
Beaird Harris Wealth Management
Texas
$14.5K – – –
SFA
1866
Semmax Financial Advisors
North Carolina
$14.1K +$5.94K +12 +75%
SC
1867
SouthState Corp
Florida
$14K – – –
MFT
1868
Moisand Fitzgerald Tamayo
Florida
$13.9K – – –
APC
1869
Aspire Private Capital
North Carolina
$13.9K +$7.92K +16 +145%
MFS
1870
Mattson Financial Services
Michigan
$13.8K – – –
CMA
1871
Cedar Mountain Advisors
Oregon
$13.4K – – –
NSIM
1872
North Star Investment Management
Illinois
$13.4K – – –
IAS
1873
IMA Advisory Services
Colorado
$13.4K +$12.9K +26 New
AW
1874
Avion Wealth
Texas
$13K +$1.98K +4 +17%
FIM
1875
FWL Investment Management
Texas
$12.9K – – –
73 74
75
76 77