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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1926
SouthState Corp
Florida
$20.9K +$7.61K +15 +56%
BL
1927
BFSG LLC
California
$20.9K – – –
AS
1928
Altshuler Shaham
Israel
$20.9K – – –
TH
1929
TCTC Holdings
Texas
$20.4K – – –
AF
1930
Atala Financial
California
$20.4K +$20.8K +41 New
CWM
1931
Centricity Wealth Management
Ohio
$20.4K +$20.8K +41 New
SVCP
1932
Silicon Valley Capital Partners
California
$20.2K – – –
PP
1933
PrairieView Partners
Minnesota
$20K – – –
WTA
1934
Washington Trust Advisors
Massachusetts
$18.9K – – –
BGA
1935
Battery Global Advisors
Massachusetts
$18K – – –
GJIA
1936
Glass Jacobson Investment Advisors
Maryland
$17.9K +$18.3K +36 New
RS
1937
Rakuten Securities
Japan
$17.4K +$17.8K +35 New
VNA
1938
Valley National Advisers
Pennsylvania
$17K +$15.7K +31 +620%
FLP
1939
Financial Life Planners
Arizona
$17K +$17.3K +34 New
MFS
1940
Mattson Financial Services
Michigan
$16K – – –
SWA
1941
SOA Wealth Advisors
New York
$16K – – –
CT
1942
Coastline Trust
Rhode Island
$15.9K +$1.01K +2 +7%
HNW
1943
High Note Wealth
Minnesota
$15.9K +$16.2K +32 New
LIS
1944
Legacy Investment Solutions
Idaho
$15.6K – – –
LWMI
1945
Legacy Wealth Management (Idaho)
Idaho
$15.6K – – –
AAMU
1946
AEGON Asset Management (UK)
United Kingdom
$15.5K +$15.7K +31 New
CIAS
1947
CBIZ Investment Advisory Services
Ohio
$15K – – –
RTL
1948
Red Tortoise LLC
Georgia
$14.8K – – –
CJ
1949
Caitlin John
Michigan
$13.9K -$19.8K -39 -58%
BHWM
1950
Beaird Harris Wealth Management
Texas
$13.9K – – –
76 77
78
79 80