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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BGA
1976
Battery Global Advisors
Massachusetts
$18.4K – – –
GJIA
1977
Glass Jacobson Investment Advisors
Maryland
$17.9K – – –
CNBTD
1978
Citizens National Bank Trust Department
Mississippi
$17.8K +$17.9K +35 New
HNW
1979
High Note Wealth
Minnesota
$16.3K – – –
CT
1980
Coastline Trust
Rhode Island
$15.2K -$1.02K -2 -6%
LWMI
1981
Legacy Wealth Management (Idaho)
Idaho
$15.2K – – –
RTL
1982
Red Tortoise LLC
Georgia
$15.1K – – –
Q1WB
1983
Quest 10 Wealth Builders
Virginia
$15K +$15.3K +30 New
MIFH
1984
Migdal Insurance & Financial Holdings
Israel
$15K +$15.3K +30 New
CCM
1985
Cloud Capital Management
Washington
$15K +$15.8K +31 New
RWM
1986
Rialto Wealth Management
New York
$14.7K +$14.8K +29 New
HFS
1987
Hughes Financial Services
Virginia
$14.3K +$14.3K +28 New
SFA
1988
Semmax Financial Advisors
North Carolina
$14.3K +$2.56K +5 +22%
MFT
1989
Moisand Fitzgerald Tamayo
Florida
$13.7K – – –
NSIM
1990
North Star Investment Management
Illinois
$13.2K – – –
HWP
1991
Highline Wealth Partners
California
$12.7K +$6.13K +12 +92%
FIM
1992
FWL Investment Management
Texas
$12.7K – – –
MSG
1993
Main Street Group
Virginia
$11.7K – – –
CJH
1994
Christopher J. Hasenberg
Wisconsin
$11.2K – – –
CMA
1995
Cedar Mountain Advisors
Oregon
$11.2K – – –
PA
1996
Pineridge Advisors
Missouri
$10.7K – – –
GWM
1997
Graybill Wealth Management
Illinois
$10.7K +$10.7K +21 New
SL
1998
Salomon & Ludwin
Virginia
$10.2K -$3.07K -6 -23%
CWM
1999
Copia Wealth Management
Oregon
$9.65K – – –
FAM
2000
Flaharty Asset Management
Florida
$9.65K +$9.71K +19 New
78 79
80
81 82