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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1901
Frazier Financial Advisors
Ohio
$36.4K -$3.55K -7 -9%
LI
1902
LRI Investments
Florida
$36.4K – – –
SIS
1903
Sound Income Strategies
Florida
$35.8K +$32K +63 +700%
CFD
1904
Creative Financial Designs
Indiana
$35.4K -$35.5K -70 -50%
RMC
1905
Resources Management Corp
Connecticut
$35K – – –
AWM
1906
Abound Wealth Management
Tennessee
$35K +$507 +1 +1%
FPF
1907
First Pacific Financial
Washington
$34.5K -$2.03K -4 -5%
AAG
1908
Armstrong Advisory Group
Massachusetts
$32.4K -$23.8K -47 -42%
HBW
1909
Hazlett, Burt & Watson
West Virginia
$32K +$19.3K +38 +131%
OLVIG
1910
Oliver Lagore Vanvalin Investment Group
Michigan
$31.4K +$4.06K +8 +15%
S
1911
Sachetta
Massachusetts
$31.4K -$1.52K -3 -5%
LWANC
1912
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.4K – – –
NWMP
1913
Noble Wealth Management PBC
Colorado
$31.4K +$32K +63 New
HI
1914
Human Investing
Oregon
$30K +$30.4K +60 New
PWMG
1915
Private Wealth Management Group
New Jersey
$29.4K – – –
RWM
1916
Raffa Wealth Management
District of Columbia
$27.4K -$2.03K -4 -7%
PP
1917
Pacifica Partners
Canada
$27.2K -$3.04K -6 -10%
BCMLT
1918
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K -$5.07K -10 -16%
AFS
1919
Anderson Financial Strategies
Ohio
$26.9K +$27.4K +54 New
MDA
1920
Minot DeBlois Advisors
Massachusetts
$24.9K +$25.4K +50 New
NWM
1921
Nova Wealth Management
Florida
$24.9K +$25.4K +50 New
MSWM
1922
Mowery & Schoenfeld Wealth Management
Illinois
$23.9K +$24.4K +48 New
CTWM
1923
Cherry Tree Wealth Management
Minnesota
$21.7K – – –
CCMI
1924
Creative Capital Management Investments
California
$21.4K – – –
VWA
1925
Valued Wealth Advisors
Utah
$21.2K -$4.06K -8 -16%
75 76
77
78 79