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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1876
Mascoma Wealth Management
New Hampshire
$88.4K -$8.18K -16 -8%
HIMS
1877
Hager Investment Management Services
New Hampshire
$88.4K +$1.02K +2 +1%
ADL
1878
Asset Dedication LLC
California
$87.9K +$9.71K +19 +12%
WPA
1879
West Paces Advisors
Georgia
$86.4K -$4.09K -8 -4%
JGIA
1880
Jackson Grant Investment Advisers
Connecticut
$85.4K – – –
FPF
1881
First Pacific Financial
Washington
$82.5K +$47.5K +93 +135%
VFM
1882
Vision Financial Markets
Connecticut
$79.3K – – –
AWM
1883
Atticus Wealth Management
Florida
$78.2K – – –
JWA
1884
JFS Wealth Advisors
Pennsylvania
$77.7K -$5.11K -10 -6%
CCM
1885
Chilton Capital Management
Texas
$76.2K -$132K -259 -63%
AFG
1886
Albion Financial Group
Utah
$76.2K – – –
CYG
1887
Clean Yield Group
Vermont
$74.2K – – –
ITIM
1888
Indiana Trust & Investment Management
Indiana
$73.7K – – –
AIC
1889
Archer Investment Corporation
Indiana
$71.5K +$6.64K +13 +10%
PWMA
1890
Pension & Wealth Management Advisors
Massachusetts
$69.5K +$11.2K +22 +19%
NC
1891
NewSquare Capital
Pennsylvania
$68.6K +$61.8K +121 +864%
MHR
1892
Matthew Hamilton Rosenberg
$68.1K -$5.62K -11 -8%
AW
1893
Avion Wealth
Texas
$67K – – –
GA
1894
GoalVest Advisory
New York
$66.1K +$511 +1 +0.8%
EWP
1895
Elevation Wealth Partners
California
$66.1K – – –
DIP
1896
DT Investment Partners
Pennsylvania
$65.5K – – –
FFO
1897
Fortitude Family Office
Arizona
$64.5K -$16.4K -32 -20%
MFC
1898
Mechanics Financial Corp
Ohio
$63.5K +$63.9K +125 New
SCB
1899
Saudi Central Bank
Saudi Arabia
$63.5K +$63.9K +125 New
FFA
1900
Frazier Financial Advisors
Ohio
$62.6K +$25.5K +50 +68%
74 75
76
77 78