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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1951
Marshall & Sterling Wealth Advisors
New York
$32K +$32.2K +63 New
EI
1952
eCIO Inc
Wisconsin
$31.5K +$31.7K +62 New
CFD
1953
Creative Financial Designs
Indiana
$31K -$5.11K -10 -14%
CIAS
1954
CBIZ Investment Advisory Services
Ohio
$31K +$15.8K +31 +103%
BC
1955
Bayforest Capital
United Kingdom
$30.5K -$63.4K -124 -67%
NWMP
1956
Noble Wealth Management PBC
Colorado
$30K -$2.04K -4 -6%
PWMG
1957
Private Wealth Management Group
New Jersey
$30K – – –
S
1958
Sachetta
Massachusetts
$29.5K -$2.56K -5 -8%
SWIM
1959
Smallwood Wealth Investment Management
New Jersey
$28.5K +$28.6K +56 New
RWM
1960
Raffa Wealth Management
District of Columbia
$27.9K – – –
BCMLT
1961
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.5K – – –
CAM
1962
Clarity Asset Management
Iowa
$27.5K -$19.4K -38 -41%
CTWM
1963
Cherry Tree Wealth Management
Minnesota
$27.2K +$5.11K +10 +23%
PP
1964
Pacifica Partners
Canada
$26.9K – – –
CVM
1965
Cheviot Value Management
California
$26.3K +$26.6K +52 New
CAM
1966
Costello Asset Management
Pennsylvania
$25.9K +$26.1K +51 New
MSWM
1967
Mowery & Schoenfeld Wealth Management
Illinois
$24.4K – – –
CCMI
1968
Creative Capital Management Investments
California
$21.8K – – –
VWA
1969
Valued Wealth Advisors
Utah
$21.5K – – –
BL
1970
BFSG LLC
California
$21.3K – – –
AF
1971
Atala Financial
California
$20.8K – – –
CWM
1972
Centricity Wealth Management
Ohio
$20.8K – – –
TH
1973
TCTC Holdings
Texas
$20.8K – – –
RS
1974
Rakuten Securities
Japan
$20.8K +$3.07K +6 +17%
PP
1975
PrairieView Partners
Minnesota
$20K – – –
77 78
79
80 81