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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1951
Aspect Partners
Virginia
$25.3K -$12.5K -25 -34%
MSWM
1952
Mowery & Schoenfeld Wealth Management
Illinois
$25.3K – – –
CCMI
1953
Creative Capital Management Investments
California
$22.7K – – –
VWA
1954
Valued Wealth Advisors
Utah
$22.4K – – –
BL
1955
BFSG LLC
California
$22.1K – – –
CWM
1956
Centricity Wealth Management
Ohio
$21.6K – – –
TH
1957
TCTC Holdings
Texas
$21.6K – – –
PP
1958
PrairieView Partners
Minnesota
$21K – – –
WTA
1959
Washington Trust Advisors
Massachusetts
$20K – – –
IRC
1960
Investors Research Corp
Georgia
$19.5K – – –
BGA
1961
Battery Global Advisors
Massachusetts
$19.2K – – –
DWM
1962
Dogwood Wealth Management
Kansas
$18.9K +$17K +34 +1,700%
HFS
1963
Hughes Financial Services
Virginia
$18.6K +$2.5K +5 +18%
CCM
1964
Copeland Capital Management
Pennsylvania
$18.5K +$8.98K +18 +106%
NFSG
1965
Newbridge Financial Services Group
Florida
$18.3K -$818K -1,639 -98%
AW
1966
Avion Wealth
Texas
$18K -$49.9K -100 -74%
HBW
1967
Hazlett, Burt & Watson
West Virginia
$18K -$16.5K -33 -49%
FC
1968
Fairscale Capital
New Hampshire
$17.6K +$16K +32 New
KG
1969
Kilter Group
New York
$17.4K +$16.5K +33 New
HWP
1970
Highline Wealth Partners
California
$16.4K +$2.99K +6 +24%
RWM
1971
Rialto Wealth Management
New York
$16.3K +$998 +2 +7%
CT
1972
Coastline Trust
Rhode Island
$15.8K – – –
LWMI
1973
Legacy Wealth Management (Idaho)
Idaho
$15.8K – – –
LIS
1974
Legacy Investment Solutions
Idaho
$15.8K +$15K +30 New
RTL
1975
Red Tortoise LLC
Georgia
$15.7K – – –
77 78
79
80 81