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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1876
Bare Financial Services
Pennsylvania
$18.7K +$8.87K +21 +84%
NEWAS
1877
N.E.W. Advisory Services
Wisconsin
$18.7K +$14.4K +34 +283%
KFG
1878
Kingdom Financial Group
Arizona
$18.7K +$8.87K +21 +84%
PP
1879
PFS Partners
New Jersey
$18.6K +$422 +1 +2%
AW
1880
Avion Wealth
Texas
$18K +$4.22K +10 +28%
MSWM
1881
Mowery & Schoenfeld Wealth Management
Illinois
$17.5K – – –
PWM
1882
Positano Wealth Management
$16.7K – – –
SC
1883
Solstein Capital
California
$16.7K – – –
ITIM
1884
Indiana Trust & Investment Management
Indiana
$16.3K -$44.3K -105 -72%
DCM
1885
Davis Capital Management
Florida
$16.3K +$13.9K +33 +471%
LAS
1886
Lloyd Advisory Services
Georgia
$15.8K +$5.91K +14 +56%
CFM
1887
Cornerstone Financial Management
Massachusetts
$15.5K +$1.27K +3 +9%
SNBOSD
1888
Security National Bank of So Dak
Iowa
$15.5K +$16K +38 New
BGA
1889
Battery Global Advisors
Massachusetts
$14.9K – – –
DMIC
1890
Dixon Mitchell Investment Counsel
British Columbia, Canada
$14.7K – – –
AS
1891
Altshuler Shaham
Israel
$14.7K +$5.07K +12 +50%
UOTTAIMCU
1892
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.3K – – –
MP
1893
McDonald Partners
Ohio
$14.3K +$14.8K +35 New
NFSG
1894
Newbridge Financial Services Group
Florida
$14.2K – – –
MAM
1895
Marquette Asset Management
Minnesota
$13.8K -$4.64K -11 -24%
IWM
1896
IMG Wealth Management
Florida
$13.8K – – –
NWM
1897
Nova Wealth Management
Florida
$13.4K -$5.49K -13 -28%
KG
1898
Kilter Group
New York
$13.4K +$845 +2 +6%
MIM
1899
MTM Investment Management
South Carolina
$13K -$8.45K -20 -38%
FC
1900
Fairscale Capital
New Hampshire
$13K – – –
74 75
76
77 78