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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1926
Raffa Wealth Management
District of Columbia
$29.7K +$3.21K +6 +11%
NWM
1927
Nova Wealth Management
Florida
$29.5K -$2.68K -5 -8%
JSAM
1928
J. Safra Asset Management
New York
$29.2K +$32.1K +60 New
SWIM
1929
Smallwood Wealth Investment Management
New Jersey
$29.2K +$2.14K +4 +7%
PWMG
1930
Private Wealth Management Group
New Jersey
$28.7K – – –
NWMP
1931
Noble Wealth Management PBC
Colorado
$28.7K +$31.6K +59 New
CAM
1932
Clarity Asset Management
Iowa
$27.9K -$535 -1 -2%
VEA
1933
Virtus ETF Advisers
New York
$27.3K -$265K -494 -90%
CCMI
1934
Creative Capital Management Investments
California
$27.3K +$6.96K +13 +30%
OAJ
1935
Ogorek Anthony Joseph
New York
$27K +$1.07K +2 +4%
CVM
1936
Cheviot Value Management
California
$25.7K – – –
MIM
1937
MTM Investment Management
South Carolina
$25.3K – – –
AP
1938
Aspect Partners
Virginia
$24.8K +$1.61K +3 +6%
AIA
1939
Aventus Investment Advisors
Florida
$24.3K – – –
DWM
1940
Dogwood Wealth Management
Kansas
$23.8K +$6.96K +13 +36%
APGDR
1941
Absoluto Partners Gestao de Recursos
Brazil
$23.4K -$198K -369 -88%
CCM
1942
Cloud Capital Management
Washington
$22K +$24.6K +46 New
GWS
1943
Greykasell Wealth Strategies
California
$21.4K +$23.6K +44 New
FLP
1944
Financial Life Planners
Arizona
$21.1K +$23K +43 New
HBW
1945
Hazlett, Burt & Watson
West Virginia
$21K +$5.36K +10 +29%
HWP
1946
Highline Wealth Partners
California
$21K +$6.43K +12 +39%
MSWM
1947
Mowery & Schoenfeld Wealth Management
Illinois
$20.9K -$2.68K -5 -10%
FIM
1948
FWL Investment Management
Texas
$20.9K +$9.64K +18 +72%
AWM
1949
Activest Wealth Management
Florida
$20.9K +$13.9K +26 +153%
VWA
1950
Valued Wealth Advisors
Utah
$20.7K – – –
76 77
78
79 80