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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1951
BFSG LLC
California
$20.4K – – –
SIC
1952
SJS Investment Consulting
Ohio
$19K +$17.7K +33 +550%
FGAM
1953
Financial Gravity Asset Management
Texas
$18.3K +$20.3K +38 New
IRC
1954
Investors Research Corp
Georgia
$18K – – –
BGA
1955
Battery Global Advisors
Massachusetts
$17.7K – – –
DMIC
1956
Dixon Mitchell Investment Counsel
British Columbia, Canada
$17.5K -$10.2K -19 -86%
APM
1957
Advanced Portfolio Management
New York
$17.5K +$19.3K +36 New
MAM
1958
Marquette Asset Management
Minnesota
$17.5K +$19.3K +36 New
GTAM
1959
Global Trust Asset Management
Florida
$17K +$14.5K +27 +338%
AW
1960
Avion Wealth
Texas
$17K -$535 -1 -3%
FC
1961
Fairscale Capital
New Hampshire
$15.6K – – –
WPA
1962
Wealth Preservation Advisors
Tennessee
$15.6K +$16.6K +31 +3,100%
RWM
1963
Rialto Wealth Management
New York
$15.1K – – –
BFS
1964
Bare Financial Services
Pennsylvania
$15.1K +$4.28K +8 +35%
KG
1965
Kilter Group
New York
$14.6K -$1.61K -3 -9%
LWMI
1966
Legacy Wealth Management (Idaho)
Idaho
$14.6K – – –
CT
1967
Coastline Trust
Rhode Island
$14.6K – – –
HNW
1968
High Note Wealth
Minnesota
$14.6K +$535 +1 +3%
GA
1969
Guerra Advisors
Florida
$14.6K +$16.1K +30 New
RTL
1970
Red Tortoise LLC
Georgia
$14.5K – – –
Q1WB
1971
Quest 10 Wealth Builders
Virginia
$14.4K – – –
PSFG
1972
Park Square Financial Group
Georgia
$14.1K -$19.3K -36 -55%
HFS
1973
Hughes Financial Services
Virginia
$13.8K -$2.68K -5 -15%
CAM
1974
Creekmur Asset Management
Illinois
$13.2K – – –
MFT
1975
Moisand Fitzgerald Tamayo
Florida
$13.1K – – –
77 78
79
80 81