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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1951
Creative Capital Management Investments
California
$22.7K – – –
VWA
1952
Valued Wealth Advisors
Utah
$22.4K – – –
BL
1953
BFSG LLC
California
$22.1K – – –
CWM
1954
Centricity Wealth Management
Ohio
$21.6K – – –
TH
1955
TCTC Holdings
Texas
$21.6K – – –
PP
1956
PrairieView Partners
Minnesota
$21K – – –
WTA
1957
Washington Trust Advisors
Massachusetts
$20K – – –
IRC
1958
Investors Research Corp
Georgia
$19.5K – – –
BGA
1959
Battery Global Advisors
Massachusetts
$19.2K – – –
DWM
1960
Dogwood Wealth Management
Kansas
$18.9K +$17K +34 +1,700%
HFS
1961
Hughes Financial Services
Virginia
$18.6K +$2.5K +5 +18%
CCM
1962
Copeland Capital Management
Pennsylvania
$18.5K +$8.98K +18 +106%
NFSG
1963
Newbridge Financial Services Group
Florida
$18.3K -$818K -1,639 -98%
AW
1964
Avion Wealth
Texas
$18K -$49.9K -100 -74%
HBW
1965
Hazlett, Burt & Watson
West Virginia
$18K -$16.5K -33 -49%
FC
1966
Fairscale Capital
New Hampshire
$17.6K +$16K +32 New
KG
1967
Kilter Group
New York
$17.4K +$16.5K +33 New
HWP
1968
Highline Wealth Partners
California
$16.4K +$2.99K +6 +24%
RWM
1969
Rialto Wealth Management
New York
$16.3K +$998 +2 +7%
CT
1970
Coastline Trust
Rhode Island
$15.8K – – –
LWMI
1971
Legacy Wealth Management (Idaho)
Idaho
$15.8K – – –
LIS
1972
Legacy Investment Solutions
Idaho
$15.8K +$15K +30 New
RTL
1973
Red Tortoise LLC
Georgia
$15.7K – – –
Q1WB
1974
Quest 10 Wealth Builders
Virginia
$15.6K – – –
HNW
1975
High Note Wealth
Minnesota
$15.3K -$1.5K -3 -9%
77 78
79
80 81