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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1976
Missouri Trust & Investment Company
Missouri
$19.8K +$16.9K +33 +550%
WTA
1977
Washington Trust Advisors
Massachusetts
$19.3K – – –
IRC
1978
Investors Research Corp
Georgia
$18.8K +$18.9K +37 New
BGA
1979
Battery Global Advisors
Massachusetts
$18.4K – – –
GJIA
1980
Glass Jacobson Investment Advisors
Maryland
$17.9K – – –
CNBTD
1981
Citizens National Bank Trust Department
Mississippi
$17.8K +$17.9K +35 New
HNW
1982
High Note Wealth
Minnesota
$16.3K – – –
CT
1983
Coastline Trust
Rhode Island
$15.2K -$1.02K -2 -6%
LWMI
1984
Legacy Wealth Management (Idaho)
Idaho
$15.2K – – –
RTL
1985
Red Tortoise LLC
Georgia
$15.1K – – –
Q1WB
1986
Quest 10 Wealth Builders
Virginia
$15K +$15.3K +30 New
MIFH
1987
Migdal Insurance & Financial Holdings
Israel
$15K +$15.3K +30 New
CCM
1988
Cloud Capital Management
Washington
$15K +$15.8K +31 New
RWM
1989
Rialto Wealth Management
New York
$14.7K +$14.8K +29 New
HFS
1990
Hughes Financial Services
Virginia
$14.3K +$14.3K +28 New
SFA
1991
Semmax Financial Advisors
North Carolina
$14.3K +$2.56K +5 +22%
MFT
1992
Moisand Fitzgerald Tamayo
Florida
$13.7K – – –
NSIM
1993
North Star Investment Management
Illinois
$13.2K – – –
HWP
1994
Highline Wealth Partners
California
$12.7K +$6.13K +12 +92%
FIM
1995
FWL Investment Management
Texas
$12.7K – – –
MSG
1996
Main Street Group
Virginia
$11.7K – – –
CJH
1997
Christopher J. Hasenberg
Wisconsin
$11.2K – – –
CMA
1998
Cedar Mountain Advisors
Oregon
$11.2K – – –
PA
1999
Pineridge Advisors
Missouri
$10.7K – – –
GWM
2000
Graybill Wealth Management
Illinois
$10.7K +$10.7K +21 New
78 79
80
81 82