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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
1951
Caitlin John
Michigan
$13.9K -$19.8K -39 -58%
BHWM
1952
Beaird Harris Wealth Management
Texas
$13.9K – – –
MFT
1953
Moisand Fitzgerald Tamayo
Florida
$13.4K – – –
SL
1954
Salomon & Ludwin
Virginia
$12.9K -$4.06K -8 -24%
NSIM
1955
North Star Investment Management
Illinois
$12.9K – – –
SFA
1956
Semmax Financial Advisors
North Carolina
$12.5K -$2.54K -5 -18%
FIM
1957
FWL Investment Management
Texas
$12.5K – – –
MSG
1958
Main Street Group
Virginia
$11.5K – – –
CMA
1959
Cedar Mountain Advisors
Oregon
$11K -$2.03K -4 -15%
CJH
1960
Christopher J. Hasenberg
Wisconsin
$11K – – –
KBFS
1961
Kohmann Bosshard Financial Services
Ohio
$11K +$11.2K +22 New
HWA
1962
Heritage Wealth Advisors
Virginia
$10.5K -$1.52K -3 -13%
PA
1963
Pineridge Advisors
Missouri
$10.5K – – –
HFM
1964
Harvest Fund Management
China
$10K – – –
CI
1965
Clal Insurance
Israel
$10K +$10.1K +20 New
CIA
1966
Cape Investment Advisory
Georgia
$9.96K +$10.1K +20 New
CWM
1967
Copia Wealth Management
Oregon
$9.46K +$9.64K +19 New
DPW
1968
DiNuzzo Private Wealth
Pennsylvania
$8.96K – – –
GCM
1969
Gables Capital Management
Florida
$8.96K – – –
CSWM
1970
Cassady Schiller Wealth Management
Ohio
$8.47K +$8.63K +17 New
CWP
1971
Clark Wealth Partners
Illinois
$7.97K +$8.12K +16 New
T
1972
Transce3nd
Texas
$7.97K +$8.12K +16 New
FIA
1973
FPC Investment Advisory
California
$7.82K +$7.61K +15 New
TAM
1974
Tucker Asset Management
Colorado
$7.47K +$3.55K +7 +88%
HCA
1975
Heck Capital Advisors
Wisconsin
$7.47K +$7.61K +15 New
77 78
79
80 81