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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1926
Rational Advisors
New York
$42.5K – – –
GWSA
1927
Global Wealth Strategies & Associates
Colorado
$42.5K +$1.39K +3 +3%
JGCM
1928
Joseph Group Capital Management
Ohio
$42.5K +$20.9K +45 +82%
SFAM
1929
Sawyer Falduto Asset Management
Illinois
$42.4K – – –
EWP
1930
Elevation Wealth Partners
California
$42.1K -$3.71K -8 -7%
BSB
1931
Bangor Savings Bank
Maine
$42.1K – – –
DCM
1932
Disciplina Capital Management
Tennessee
$42K – – –
NWS
1933
Nvest Wealth Strategies
Ohio
$41.7K +$1.86K +4 +4%
KFAS
1934
Keating Financial Advisory Services
Kansas
$41.7K -$21.4K -46 -32%
SG
1935
Sankala Group
Colorado
$40.1K – – –
AF
1936
Align Financial
Minnesota
$40K – – –
KFP
1937
Kerr Financial Planning
California
$39.1K – – –
FGA
1938
Fortis Group Advisors
New Jersey
$38.3K – – –
LC
1939
Lavaca Capital
Texas
$37K – – –
LWMI
1940
Legacy Wealth Management (Idaho)
Idaho
$37K – – –
ME
1941
McIlrath & Eck
Washington
$37K – – –
HBW
1942
Hazlett, Burt & Watson
West Virginia
$37K +$11.1K +24 +38%
MWM
1943
Mosley Wealth Management
California
$37K +$35.3K +76 New
CCM
1944
Chilton Capital Management
Texas
$36.6K -$31.6K -68 -44%
ACM
1945
Anfield Capital Management
California
$36.6K – – –
DWP
1946
Destiny Wealth Partners
Florida
$35.3K +$38.5K +83 New
SIS
1947
Sound Income Strategies
Florida
$35.2K -$4.18K -9 -10%
WFA
1948
Wedbush Fund Advisers
California
$34.5K +$37.6K +81 New
FPF
1949
First Pacific Financial
Washington
$32.7K +$5.57K +12 +18%
HWA
1950
Heritage Wealth Advisors
Virginia
$32.3K +$26.9K +58 +322%
76 77
78
79 80