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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1951
Summit Securities Group
New York
$31.9K -$179K -386 -84%
S
1952
Sachetta
Massachusetts
$31.9K -$4.64K -10 -12%
SR
1953
Swiss Re
Switzerland
$31.9K – – –
EIP
1954
Essential Investment Partners
Colorado
$31.5K – – –
WA
1955
WPG Advisers
Maryland
$31.1K -$61.7K -133 -65%
UFPG
1956
United Financial Planning Group
New York
$31.1K -$27.4K -59 -45%
CAM
1957
Clarity Asset Management
Iowa
$30.9K +$7.43K +16 +28%
GWS
1958
Greykasell Wealth Strategies
California
$30.7K +$13K +28 +64%
BTD
1959
BankPlus Trust Department
Mississippi
$30.2K – – –
PP
1960
Pingora Partners
Wyoming
$29.8K – – –
RWM
1961
Raffa Wealth Management
District of Columbia
$29.3K +$929 +2 +3%
SEP
1962
Signature Equity Partners
Ohio
$28.1K -$110K -237 -78%
NSIM
1963
North Star Investment Management
Illinois
$28.1K +$2.32K +5 +8%
AAG
1964
Armstrong Advisory Group
Massachusetts
$27.6K – – –
BONH
1965
Bank of New Hampshire
New Hampshire
$27.6K – – –
BWAM
1966
Boyd Watterson Asset Management
Ohio
$27.2K – – –
SWIM
1967
Smallwood Wealth Investment Management
New Jersey
$27.2K – – –
Q1WB
1968
Quest 10 Wealth Builders
Virginia
$26.6K +$15.3K +33 +110%
EFMH
1969
E Fund Management (HK)
Hong Kong
$26.4K -$178K -383 -86%
SWA
1970
SOA Wealth Advisors
New York
$25.6K -$127K -274 -2%
SC
1971
SouthState Corp
Florida
$25.5K -$13.9K -30 -33%
FFO
1972
Fortitude Family Office
Arizona
$25.1K +$4.18K +9 +18%
HPBT
1973
Hickory Point Bank & Trust
Illinois
$24.7K +$26.9K +58 New
IWS
1974
Intentional Wealth Strategies
Colorado
$24.2K +$26.5K +57 New
AWM
1975
Abound Wealth Management
Tennessee
$24.2K -$1.86K -4 -7%
77 78
79
80 81