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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
1926
Joseph Group Capital Management
Ohio
$42.5K +$20.9K +45 +82%
SFAM
1927
Sawyer Falduto Asset Management
Illinois
$42.4K – – –
EWP
1928
Elevation Wealth Partners
California
$42.1K -$3.71K -8 -7%
BSB
1929
Bangor Savings Bank
Maine
$42.1K – – –
DCM
1930
Disciplina Capital Management
Tennessee
$42K – – –
NWS
1931
Nvest Wealth Strategies
Ohio
$41.7K +$1.86K +4 +4%
KFAS
1932
Keating Financial Advisory Services
Kansas
$41.7K -$21.4K -46 -32%
SG
1933
Sankala Group
Colorado
$40.1K – – –
AF
1934
Align Financial
Minnesota
$40K -$22.8M -49,029 -100%
KFP
1935
Kerr Financial Planning
California
$39.1K – – –
FGA
1936
Fortis Group Advisors
New Jersey
$38.3K – – –
LC
1937
Lavaca Capital
Texas
$37K – – –
LWMI
1938
Legacy Wealth Management (Idaho)
Idaho
$37K – – –
ME
1939
McIlrath & Eck
Washington
$37K – – –
HBW
1940
Hazlett, Burt & Watson
West Virginia
$37K +$11.1K +24 +38%
MWM
1941
Mosley Wealth Management
California
$37K +$35.3K +76 New
CCM
1942
Chilton Capital Management
Texas
$36.6K -$31.6K -68 -44%
ACM
1943
Anfield Capital Management
California
$36.6K – – –
DWP
1944
Destiny Wealth Partners
Florida
$35.3K +$38.5K +83 New
SIS
1945
Sound Income Strategies
Florida
$35.2K -$4.18K -9 -10%
WFA
1946
Wedbush Fund Advisers
California
$34.5K +$37.6K +81 New
FPF
1947
First Pacific Financial
Washington
$32.7K +$5.57K +12 +18%
HWA
1948
Heritage Wealth Advisors
Virginia
$32.3K +$26.9K +58 +322%
RS
1949
Rakuten Securities
Japan
$32.3K +$27.4K +59 +347%
AFC
1950
Ares Financial Consulting
California
$32.3K – – –
76 77
78
79 80