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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1901
Jamison Private Wealth Management
Georgia
$4.76K – – –
TCM
1902
TD Capital Management
Tennessee
$4.66K +$2.47K +5 +125%
CMBA
1903
C.M. Bidwell & Associates
Hawaii
$4.65K +$4.45K +9 New
MFG
1904
Mendota Financial Group
Wisconsin
$4.65K +$4.45K +9 New
SIS
1905
Sound Income Strategies
Florida
$4.65K +$4.45K +9 New
TLCM
1906
Twin Lakes Capital Management
California
$4.28K – – –
CAC
1907
Core Alternative Capital
Georgia
$4.13K – – –
ETS
1908
ESL Trust Services
New York
$4.13K – – –
TAM
1909
Tucker Asset Management
Colorado
$4.13K – – –
TCM
1910
TruNorth Capital Management
Michigan
$4.13K +$3.96K +8 New
KA
1911
Kozak & Associates
Colorado
$3.7K +$3.46K +7 New
NL
1912
NVWM LLC
Pennsylvania
$3.62K – – –
IHWM
1913
Iron Horse Wealth Management
Iowa
$3.1K – – –
WA
1914
WestEnd Advisors
North Carolina
$3.1K +$495 +1 +20%
BFS
1915
Burkett Financial Services
South Carolina
$3.1K +$2.97K +6 New
CTB
1916
Country Trust Bank
Illinois
$2.58K – – –
JFG
1917
JDM Financial Group
Texas
$2.58K +$2.47K +5 New
1IA
1918
1620 Investment Advisors
Massachusetts
$2.11K +$148K +300 New
CWM
1919
Cedar Wealth Management
California
$2.07K – – –
NCM
1920
Northwest Capital Management
Oregon
$2.07K – – –
DCM
1921
Davis Capital Management
Florida
$2.07K +$1.98K +4 New
HGERS
1922
Householder Group Estate & Retirement Specialist
Arizona
$2K -$28.2K -57 -92%
VNA
1923
Valley National Advisers
Pennsylvania
$2K -$17.3K -35 -88%
CAM
1924
ClariVest Asset Management
California
$1.8K – – –
KB
1925
Kimelman & Baird
New York
$1.55K – – –
75 76
77
78 79