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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1951
JFS Wealth Advisors
Pennsylvania
$103K +$26.2K +53 +37%
AP
1952
Atwood & Palmer
Missouri
$101K +$495 +1 +0.5%
MCM
1953
MV Capital Management
Maryland
$100K +$4.45K +9 +5%
CIAM
1954
Caitong International Asset Management
Hong Kong
$98.8K -$41.1K -83 -31%
SL
1955
Salomon & Ludwin
Virginia
$98.6K +$11.4K +23 +14%
DCM
1956
Dorato Capital Management
Colorado
$95.9K +$87.1K +176 New
WSCM
1957
Wellington Shields Capital Management
New York
$94.6K – – –
TC
1958
Truvestments Capital
Florida
$94.6K +$7.42K +15 +9%
TCM
1959
TD Capital Management
Tennessee
$94K – – –
MWM
1960
Mascoma Wealth Management
New Hampshire
$93K +$1.98K +4 +2%
GSWM
1961
Golden State Wealth Management
California
$91.6K +$2.47K +5 +3%
EWM
1962
Evermay Wealth Management
Virginia
$88.3K -$82.1K -166 -50%
JGIA
1963
Jackson Grant Investment Advisers
Connecticut
$87.8K – – –
KAS
1964
Kemnay Advisory Services
New York
$87.8K +$83.1K +168 New
GWM
1965
Geneos Wealth Management
Colorado
$83.7K -$15.8K -32 -17%
AFG
1966
Albion Financial Group
Utah
$83.6K +$4.95K +10 +7%
JSAM
1967
J. Safra Asset Management
New York
$83.1K +$49K +99 +165%
MHR
1968
Matthew Hamilton Rosenberg
$82.6K +$2.97K +6 +4%
VFM
1969
Vision Financial Markets
Connecticut
$81.5K – – –
CCM
1970
Chilton Capital Management
Texas
$80.5K +$1.98K +4 +3%
SFG
1971
Strive Financial Group
Indiana
$80K +$75.7K +153 New
HIMS
1972
Hager Investment Management Services
New Hampshire
$79.4K -$5.94K -12 -7%
B
1973
Bayban
Minnesota
$78.9K +$74.7K +151 New
ADL
1974
Asset Dedication LLC
California
$77.9K -$23.3K -47 -24%
QL
1975
Quarry LP
New York
$77.3K -$107K -216 -59%
77 78
79
80 81