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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1926
Creative Capital Management Investments
California
$21.4K – – –
VWA
1927
Valued Wealth Advisors
Utah
$21.2K -$4.06K -8 -16%
SC
1928
SouthState Corp
Florida
$20.9K +$7.61K +15 +56%
BL
1929
BFSG LLC
California
$20.9K – – –
AS
1930
Altshuler Shaham
Israel
$20.9K – – –
TH
1931
TCTC Holdings
Texas
$20.4K – – –
AF
1932
Atala Financial
California
$20.4K +$20.8K +41 New
CWM
1933
Centricity Wealth Management
Ohio
$20.4K +$20.8K +41 New
SVCP
1934
Silicon Valley Capital Partners
California
$20.2K – – –
PP
1935
PrairieView Partners
Minnesota
$20K – – –
WTA
1936
Washington Trust Advisors
Massachusetts
$18.9K – – –
BGA
1937
Battery Global Advisors
Massachusetts
$18K – – –
GJIA
1938
Glass Jacobson Investment Advisors
Maryland
$17.9K +$18.3K +36 New
RS
1939
Rakuten Securities
Japan
$17.4K +$17.8K +35 New
VNA
1940
Valley National Advisers
Pennsylvania
$17K +$15.7K +31 +620%
FLP
1941
Financial Life Planners
Arizona
$17K +$17.3K +34 New
MFS
1942
Mattson Financial Services
Michigan
$16K – – –
SWA
1943
SOA Wealth Advisors
New York
$16K – – –
CT
1944
Coastline Trust
Rhode Island
$15.9K +$1.01K +2 +7%
HNW
1945
High Note Wealth
Minnesota
$15.9K +$16.2K +32 New
LIS
1946
Legacy Investment Solutions
Idaho
$15.6K – – –
LWMI
1947
Legacy Wealth Management (Idaho)
Idaho
$15.6K – – –
AAMU
1948
AEGON Asset Management (UK)
United Kingdom
$15.5K +$15.7K +31 New
CIAS
1949
CBIZ Investment Advisory Services
Ohio
$15K – – –
RTL
1950
Red Tortoise LLC
Georgia
$14.8K – – –
76 77
78
79 80