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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1926
Resources Management Corp
Connecticut
$37K – – –
PP
1927
Pingora Partners
Wyoming
$36.9K -$12.5K -25 -26%
HHMI
1928
Howard Hughes Medical Institute
Maryland
$35.9K +$33.9K +68 New
BCMLT
1929
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K +$6.49K +13 +24%
NWM
1930
Nova Wealth Management
Florida
$34.6K -$998 -2 -3%
AAG
1931
Armstrong Advisory Group
Massachusetts
$34.3K – – –
PSFG
1932
Park Square Financial Group
Georgia
$34.3K +$998 +2 +3%
MSWA
1933
Marshall & Sterling Wealth Advisors
New York
$33.7K +$499 +1 +2%
SAS
1934
Spurstone Advisory Services
Connecticut
$33.7K +$31.9K +64 New
AWM
1935
Abound Wealth Management
Tennessee
$32.3K -$4.49K -9 -13%
PWMG
1936
Private Wealth Management Group
New Jersey
$31.1K – – –
CAM
1937
Clarity Asset Management
Iowa
$30.7K +$2K +4 +7%
SWIM
1938
Smallwood Wealth Investment Management
New Jersey
$29.5K – – –
DMIC
1939
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29K -$7.89M -15,809 -100%
RWM
1940
Raffa Wealth Management
District of Columbia
$29K – – –
OAJ
1941
Ogorek Anthony Joseph
New York
$29K -$16.5K -33 -38%
CVM
1942
Cheviot Value Management
California
$29K – – –
BC
1943
Bayforest Capital
United Kingdom
$27.9K -$3.49K -7 -12%
MIM
1944
MTM Investment Management
South Carolina
$27.4K +$26K +52 New
CAM
1945
Costello Asset Management
Pennsylvania
$26.9K – – –
OLVIG
1946
Oliver Lagore Vanvalin Investment Group
Michigan
$26.5K +$26K +52 New
AIA
1947
Aventus Investment Advisors
Florida
$26.4K +$25K +50 New
FPF
1948
First Pacific Financial
Washington
$26K -$56.4K -113 -70%
AP
1949
Aspect Partners
Virginia
$25.3K -$12.5K -25 -34%
MSWM
1950
Mowery & Schoenfeld Wealth Management
Illinois
$25.3K – – –
76 77
78
79 80