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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1901
Redmont Wealth Advisors
Illinois
$5.17K – – –
SCA
1902
Stuart Chaussee & Associates
California
$5.17K – – –
JPWM
1903
Jamison Private Wealth Management
Georgia
$4.76K – – –
TCM
1904
TD Capital Management
Tennessee
$4.66K +$2.47K +5 +125%
CMBA
1905
C.M. Bidwell & Associates
Hawaii
$4.65K +$4.45K +9 New
MFG
1906
Mendota Financial Group
Wisconsin
$4.65K +$4.45K +9 New
SIS
1907
Sound Income Strategies
Florida
$4.65K +$4.45K +9 New
TLCM
1908
Twin Lakes Capital Management
California
$4.28K – – –
CAC
1909
Core Alternative Capital
Georgia
$4.13K – – –
ETS
1910
ESL Trust Services
New York
$4.13K – – –
TAM
1911
Tucker Asset Management
Colorado
$4.13K – – –
TCM
1912
TruNorth Capital Management
Michigan
$4.13K +$3.96K +8 New
KA
1913
Kozak & Associates
Colorado
$3.7K +$3.46K +7 New
NL
1914
NVWM LLC
Pennsylvania
$3.62K – – –
IHWM
1915
Iron Horse Wealth Management
Iowa
$3.1K – – –
WA
1916
WestEnd Advisors
North Carolina
$3.1K +$495 +1 +20%
BFS
1917
Burkett Financial Services
South Carolina
$3.1K +$2.97K +6 New
CTB
1918
Country Trust Bank
Illinois
$2.58K – – –
JFG
1919
JDM Financial Group
Texas
$2.58K +$2.47K +5 New
1IA
1920
1620 Investment Advisors
Massachusetts
$2.11K +$148K +300 New
CWM
1921
Cedar Wealth Management
California
$2.07K – – –
NCM
1922
Northwest Capital Management
Oregon
$2.07K – – –
DCM
1923
Davis Capital Management
Florida
$2.07K +$1.98K +4 New
HGERS
1924
Householder Group Estate & Retirement Specialist
Arizona
$2K -$28.2K -57 -92%
VNA
1925
Valley National Advisers
Pennsylvania
$2K -$17.3K -35 -88%
75 76
77
78 79