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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1951
CBIZ Investment Advisory Services
Ohio
$31K +$15.8K +31 +103%
BC
1952
Bayforest Capital
United Kingdom
$30.5K -$63.4K -124 -67%
NWMP
1953
Noble Wealth Management PBC
Colorado
$30K -$2.04K -4 -6%
PWMG
1954
Private Wealth Management Group
New Jersey
$30K – – –
S
1955
Sachetta
Massachusetts
$29.5K -$2.56K -5 -8%
SWIM
1956
Smallwood Wealth Investment Management
New Jersey
$28.5K +$28.6K +56 New
RWM
1957
Raffa Wealth Management
District of Columbia
$27.9K – – –
BCMLT
1958
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.5K – – –
CAM
1959
Clarity Asset Management
Iowa
$27.5K -$19.4K -38 -41%
CTWM
1960
Cherry Tree Wealth Management
Minnesota
$27.2K +$5.11K +10 +23%
PP
1961
Pacifica Partners
Canada
$26.9K – – –
CVM
1962
Cheviot Value Management
California
$26.3K +$26.6K +52 New
CAM
1963
Costello Asset Management
Pennsylvania
$25.9K +$26.1K +51 New
MSWM
1964
Mowery & Schoenfeld Wealth Management
Illinois
$24.4K – – –
CCMI
1965
Creative Capital Management Investments
California
$21.8K – – –
VWA
1966
Valued Wealth Advisors
Utah
$21.5K – – –
BL
1967
BFSG LLC
California
$21.3K – – –
AF
1968
Atala Financial
California
$20.8K – – –
CWM
1969
Centricity Wealth Management
Ohio
$20.8K – – –
TH
1970
TCTC Holdings
Texas
$20.8K – – –
RS
1971
Rakuten Securities
Japan
$20.8K +$3.07K +6 +17%
PP
1972
PrairieView Partners
Minnesota
$20K – – –
MTIC
1973
Missouri Trust & Investment Company
Missouri
$19.8K +$16.9K +33 +550%
WTA
1974
Washington Trust Advisors
Massachusetts
$19.3K – – –
IRC
1975
Investors Research Corp
Georgia
$18.8K +$18.9K +37 New
77 78
79
80 81