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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1901
Titan Wealth
$13K +$13.5K +32 New
RFS
1902
Richardson Financial Services
Massachusetts
$12.6K – – –
BHWM
1903
Bay Harbor Wealth Management
Maryland
$12.6K +$1.69K +4 +15%
TCM
1904
Triumph Capital Management
Colorado
$12.2K -$8.45K -20 -40%
SMBT
1905
Southern Michigan Bank & Trust
Michigan
$12.2K -$2.11K -5 -14%
CT
1906
Coastline Trust
Rhode Island
$12.2K – – –
ABWM
1907
Alpine Bank Wealth Management
Colorado
$12.2K +$12.7K +30 New
RRMM
1908
Regatta Research & Money Management
Louisiana
$12.2K +$12.7K +30 New
FLP
1909
Financial Life Planners
Arizona
$12.2K -$5.49K -13 -30%
GCP
1910
Gill Capital Partners
Colorado
$11.8K – – –
GCM
1911
Gunpowder Capital Management
Maryland
$11.8K – – –
DWA
1912
Delos Wealth Advisors
Texas
$11.8K +$8.02K +19 +190%
AG
1913
AmeriFlex Group
Nevada
$11.8K +$8.45K +20 +222%
1L
1914
10Elms LLP
Oklahoma
$11.8K +$12.2K +29 New
MAFA
1915
MJT & Associates Financial Advisory
Minnesota
$11.4K +$2.11K +5 +22%
MFT
1916
Moisand Fitzgerald Tamayo
Florida
$11K – – –
BLC
1917
Brown, Lisle/Cummings
Rhode Island
$11K – – –
UFF
1918
USA Financial Formulas
Michigan
$11K +$11.4K +27 New
WT
1919
WHI Trust
Illinois
$10.6K – – –
KFA
1920
Kelleher Financial Advisors
New York
$10.6K +$11K +26 New
MPW
1921
MASECO Private Wealth
$10.6K +$8.02K +19 +271%
PF
1922
PlanVest Financial
Maryland
$10.2K – – –
FB
1923
First Bancorp
Maine
$10.2K +$10.6K +25 New
OWP
1924
ORG Wealth Partners
Texas
$10.2K -$160K -378 -94%
AWA
1925
Acumen Wealth Advisors
Tennessee
$9.78K +$10.1K +24 New
75 76
77
78 79