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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SHM
1876
Sagard Holdings Management
Ontario, Canada
$55.5K – – –
UFPG
1877
United Financial Planning Group
New York
$55.5K +$61K +114 New
FFA
1878
Frazier Financial Advisors
Ohio
$54.6K -$13.4K -25 -18%
HCM
1879
Hollencrest Capital Management
California
$54K – – –
CIAS
1880
CBIZ Investment Advisory Services
Ohio
$53.6K +$6.96K +13 +13%
NL
1881
NVWM LLC
Pennsylvania
$53.5K – – –
DCM
1882
Disciplina Capital Management
Tennessee
$53.3K +$535 +1 +0.9%
DI
1883
DAGCO Inc
Ohio
$52.1K – – –
GCGDR
1884
Geo Capital Gestora de Recursos
Brazil
$52K -$2.14K -4 -4%
FWM
1885
FSA Wealth Management
Massachusetts
$51.1K – – –
NMG
1886
New Millennium Group
Utah
$50.6K – – –
ACM
1887
Anfield Capital Management
California
$49.2K -$3.75K -7 -6%
SC
1888
SouthState Corp
Florida
$48.7K -$81.9K -153 -60%
CB
1889
Centennial Bank
Arkansas
$48.7K – – –
WTA
1890
Washington Trust Advisors
Massachusetts
$48.7K +$33.2K +62 +163%
BSB
1891
Bangor Savings Bank
Maine
$48.2K -$1.07K -2 -2%
KSWA
1892
Kathleen S. Wright Associates
Pennsylvania
$48.1K – – –
GWSG
1893
GPS Wealth Strategies Group
Colorado
$47.7K – – –
GWSA
1894
Global Wealth Strategies & Associates
Colorado
$47.2K +$51.9K +97 New
WWA
1895
Wealth Watch Advisors
Colorado
$46.7K +$51.4K +96 New
KFP
1896
Kerr Financial Planning
California
$46.7K +$50.9K +95 New
DF
1897
Dunhill Financial
United Kingdom
$46.3K +$5.89K +11 +13%
WBC
1898
West Branch Capital
Massachusetts
$43.8K -$2.68K -5 -5%
FGA
1899
Fortis Group Advisors
New Jersey
$43.8K – – –
RA
1900
Rational Advisors
New York
$43.8K +$9.64K +18 +25%
74 75
76
77 78