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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1851
Fourth Dimension Wealth
Ohio
$121K +$19.9K +39 +20%
SFGP
1852
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$121K +$3.07K +6 +3%
BFPW
1853
BOK Financial Private Wealth
Colorado
$121K +$10.7K +21 +10%
PPA
1854
Painted Porch Advisors
California
$117K +$2.04K +4 +2%
FNWA
1855
Financial Network Wealth Advisors
Utah
$117K +$30.7K +60 +35%
AA
1856
Addison Advisors
Vermont
$117K +$8.18K +16 +7%
YP
1857
YANKCOM Partnership
South Dakota
$117K +$9.71K +19 +9%
FMII
1858
Farmers & Merchants Investments Inc
Nebraska
$114K – – –
BWAM
1859
Boyd Watterson Asset Management
Ohio
$113K -$5.11K -10 -4%
VIS
1860
Vega Investment Solutions
France
$113K +$113K +222 New
SWA
1861
SOA Wealth Advisors
New York
$113K +$7.99M +15,640 +48,875%
MWA
1862
Medallion Wealth Advisors
Connecticut
$108K +$14.3K +28 +15%
EFMH
1863
E Fund Management (HK)
Hong Kong
$106K +$41.9K +82 +65%
TIM
1864
Tortoise Investment Management
New York
$106K -$37.8K -74 -26%
FCAS
1865
First Command Advisory Services
Texas
$105K -$66.4K -130 -39%
HDIM
1866
Hanson & Doremus Investment Management
Vermont
$104K – – –
PGAM
1867
Princeton Global Asset Management
New Jersey
$102K – – –
RA
1868
Ransom Advisory
Rhode Island
$102K – – –
PP
1869
PFS Partners
New Jersey
$98.7K – – –
AP
1870
Atwood & Palmer
Missouri
$98.1K – – –
MCM
1871
MV Capital Management
Maryland
$97.6K +$511 +1 +0.5%
RA
1872
Rise Advisors
New York
$95.7K +$4.09K +8 +4%
WSCM
1873
Wellington Shields Capital Management
New York
$92K +$92.5K +181 New
WA
1874
Whipplewood Advisors
Colorado
$92K -$7.66K -15 -8%
MAM
1875
Meeder Asset Management
Ohio
$89.9K +$48K +94 +113%
73 74
75
76 77