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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1926
Rational Advisors
New York
$38K +$35.9K +72 New
BTD
1927
BankPlus Trust Department
Mississippi
$37.4K -$1.5K -3 -4%
RMC
1928
Resources Management Corp
Connecticut
$37K – – –
PP
1929
Pingora Partners
Wyoming
$36.9K -$12.5K -25 -26%
HHMI
1930
Howard Hughes Medical Institute
Maryland
$35.9K +$33.9K +68 New
BCMLT
1931
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K +$6.49K +13 +24%
NWM
1932
Nova Wealth Management
Florida
$34.6K -$998 -2 -3%
AAG
1933
Armstrong Advisory Group
Massachusetts
$34.3K – – –
PSFG
1934
Park Square Financial Group
Georgia
$34.3K +$998 +2 +3%
MSWA
1935
Marshall & Sterling Wealth Advisors
New York
$33.7K +$499 +1 +2%
SAS
1936
Spurstone Advisory Services
Connecticut
$33.7K +$31.9K +64 New
AWM
1937
Abound Wealth Management
Tennessee
$32.3K -$4.49K -9 -13%
PWMG
1938
Private Wealth Management Group
New Jersey
$31.1K – – –
CAM
1939
Clarity Asset Management
Iowa
$30.7K +$2K +4 +7%
SWIM
1940
Smallwood Wealth Investment Management
New Jersey
$29.5K – – –
DMIC
1941
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29K -$7.89M -15,809 -100%
RWM
1942
Raffa Wealth Management
District of Columbia
$29K – – –
OAJ
1943
Ogorek Anthony Joseph
New York
$29K -$16.5K -33 -38%
CVM
1944
Cheviot Value Management
California
$29K – – –
BC
1945
Bayforest Capital
United Kingdom
$27.9K -$3.49K -7 -12%
MIM
1946
MTM Investment Management
South Carolina
$27.4K +$26K +52 New
CAM
1947
Costello Asset Management
Pennsylvania
$26.9K – – –
OLVIG
1948
Oliver Lagore Vanvalin Investment Group
Michigan
$26.5K +$26K +52 New
AIA
1949
Aventus Investment Advisors
Florida
$26.4K +$25K +50 New
FPF
1950
First Pacific Financial
Washington
$26K -$56.4K -113 -70%
76 77
78
79 80