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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1876
MV Capital Management
Maryland
$79.1K -$2.79K -6 -3%
EWM
1877
Evermay Wealth Management
Virginia
$78.3K +$6.96K +15 +9%
WSCM
1878
Wellington Shields Capital Management
New York
$77K – – –
MWM
1879
Mascoma Wealth Management
New Hampshire
$77K +$1.39K +3 +2%
AIM
1880
Axiom Investment Management
New York
$77K +$84K +181 New
DCM
1881
Dorato Capital Management
Colorado
$76.9K – – –
TCM
1882
TD Capital Management
Tennessee
$76.6K – – –
AFG
1883
Albion Financial Group
Utah
$76.6K +$9.29K +20 +13%
SGFG
1884
Silver Grove Financial Group
New York
$73.6K +$80.3K +173 New
B
1885
Bayban
Minnesota
$71.5K +$7.89K +17 +11%
SL
1886
Salomon & Ludwin
Virginia
$69.8K -$10.7K -23 -12%
HWP
1887
Highline Wealth Partners
California
$68.5K +$49.2K +106 +193%
TC
1888
Truvestments Capital
Florida
$67.6K -$10.2K -22 -12%
MHR
1889
Matthew Hamilton Rosenberg
$67.2K – – –
VFM
1890
Vision Financial Markets
Connecticut
$66.4K – – –
SFG
1891
Strive Financial Group
Indiana
$66K +$929 +2 +1%
GWM
1892
Geneos Wealth Management
Colorado
$65.6K -$2.79K -6 -4%
GSWM
1893
Golden State Wealth Management
California
$65.3K -$10.2K -22 -13%
JGIA
1894
Jackson Grant Investment Advisers
Connecticut
$65.1K -$6.96K -15 -9%
SS
1895
Sunbelt Securities
Texas
$65K +$5.57K +12 +9%
WIM
1896
Westside Investment Management
California
$64.7K – – –
SIC
1897
SJS Investment Consulting
Ohio
$62.5K +$46.9K +101 +220%
ITIM
1898
Indiana Trust & Investment Management
Indiana
$61.7K – – –
TLFA
1899
True Link Financial Advisors
California
$61.7K +$67.3K +145 New
WA
1900
Whipplewood Advisors
Colorado
$58.3K +$62.2K +134 +4,467%
74 75
76
77 78