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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1926
Evolution Wealth Management
Florida
$9.77K +$1.69K +4 +20%
MIM
1927
Marshall Investment Management
Colorado
$9.37K +$9.71K +23 New
NF
1928
Napier Financial
Massachusetts
$8.96K -$5.07K -12 -35%
AIS
1929
Advocate Investing Services
Maryland
$8.96K – – –
HIA
1930
HFM Investment Advisors
New Jersey
$8.55K +$2.11K +5 +31%
LF
1931
LifeSteps Financial
California
$8.55K +$8.87K +21 New
AI
1932
Atomic Invest
New York
$8.27K -$3.8K -9 -31%
RWM
1933
RMG Wealth Management
Wisconsin
$8.2K – – –
BHWM
1934
Beaird Harris Wealth Management
Texas
$8.15K – – –
CMA
1935
Cedar Mountain Advisors
Oregon
$8.14K – – –
AWM
1936
Abound Wealth Management
Tennessee
$8.12K -$15.6K -37 -65%
AWM
1937
Activest Wealth Management
Florida
$7.74K -$5.49K -13 -41%
CWM
1938
Copia Wealth Management
Oregon
$7.74K – – –
GEA
1939
Glen Eagle Advisors
New Jersey
$7.74K – – –
IAS
1940
IMA Advisory Services
Colorado
$7.74K +$3.38K +8 +73%
PWA
1941
Principia Wealth Advisory
Texas
$7.33K +$2.11K +5 +38%
GG
1942
Gleason Group
Kentucky
$7.33K +$7.6K +18 New
PS
1943
Planning Strategies
Pennsylvania
$7.33K +$7.6K +18 New
PP
1944
Pacifica Partners
Canada
$7.04K – – –
GCM
1945
Gables Capital Management
Florida
$6.93K – – –
APW
1946
Allied Private Wealth
Florida
$6.91K +$6.76K +16 New
SWA
1947
SOA Wealth Advisors
New York
$6.63K -$5.09M -12,049 -80%
DPW
1948
DiNuzzo Private Wealth
Pennsylvania
$6.52K – – –
TVWM
1949
Tower View Wealth Management
Wisconsin
$6.52K – – –
JSAM
1950
J. Safra Asset Management
New York
$6.52K -$320K -757 -98%
76 77
78
79 80