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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1851
Salomon & Ludwin
Virginia
$77.7K +$76K +142 +710%
VFM
1852
Vision Financial Markets
Connecticut
$75.9K – – –
MA
1853
MCF Advisors
Kentucky
$75.8K – – –
MHR
1854
Matthew Hamilton Rosenberg
$74K +$9.64K +18 +13%
TWD
1855
True Wealth Design
Ohio
$73.1K -$535 -1 -0.7%
CCM
1856
Chilton Capital Management
Texas
$73K -$84.6K -158 -51%
AFG
1857
Albion Financial Group
Utah
$73K – – –
EWP
1858
Elevation Wealth Partners
California
$71.5K +$9.1K +17 +13%
CYG
1859
Clean Yield Group
Vermont
$71.1K – – –
ITIM
1860
Indiana Trust & Investment Management
Indiana
$70.6K – – –
WIM
1861
Westside Investment Management
California
$70.3K +$35.9K +67 +85%
JWA
1862
JFS Wealth Advisors
Pennsylvania
$70.1K – – –
AIC
1863
Archer Investment Corporation
Indiana
$68.7K – – –
SS
1864
Sunbelt Securities
Texas
$67K -$440K -821 -86%
STB
1865
S&T Bank
Pennsylvania
$63.8K – – –
DIP
1866
DT Investment Partners
Pennsylvania
$62.8K – – –
SGK
1867
Steigerwald Gordon & Koch
Virginia
$62.3K +$68.5K +128 New
FFO
1868
Fortitude Family Office
Arizona
$61.8K – – –
MFC
1869
Mechanics Financial Corp
Ohio
$60.8K – – –
JFA
1870
JNBA Financial Advisors
Minnesota
$59.9K +$65.9K +123 New
CGA
1871
Compound Global Advisors
Washington
$59.4K – – –
RFS
1872
Richardson Financial Services
Massachusetts
$58.9K -$457K -854 -88%
LI
1873
LRI Investments
Florida
$57.8K -$2.14K -4 -0%
MTIC
1874
Missouri Trust & Investment Company
Missouri
$56K – – –
PH
1875
Pinnacle Holdings
Oklahoma
$56K +$61.6K +115 New
73 74
75
76 77