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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1976
Intentional Wealth Strategies
Colorado
$24.2K +$26.5K +57 New
AWM
1977
Abound Wealth Management
Tennessee
$24.2K -$1.86K -4 -7%
BIAS
1978
Beacon Investment Advisory Services
New Jersey
$23.8K +$26K +56 New
NWMP
1979
Noble Wealth Management PBC
Colorado
$23.4K -$1.86K -4 -7%
AP
1980
Aspect Partners
Virginia
$23K – – –
VWA
1981
Valued Wealth Advisors
Utah
$22.8K +$5.11K +11 +26%
CVM
1982
Cheviot Value Management
California
$22.1K – – –
MIM
1983
MTM Investment Management
South Carolina
$22.1K – – –
HFS
1984
Horizon Financial Services
North Carolina
$21.7K +$20K +43 +538%
TCM
1985
Triumph Capital Management
Colorado
$21.3K +$10.2K +22 +79%
AIA
1986
Aventus Investment Advisors
Florida
$21.3K – – –
IAAG
1987
Innovative Asset Advisors Group
Connecticut
$21.3K +$23.2K +50 New
MAM
1988
Meeder Asset Management
Ohio
$20.4K -$7.43K -16 -25%
WG
1989
Wellington Group
Indiana
$20.4K – – –
DF
1990
Dunhill Financial
United Kingdom
$20.2K -$62.2K -134 -74%
HNW
1991
High Note Wealth
Minnesota
$19.6K +$929 +2 +5%
BL
1992
BFSG LLC
California
$19.6K +$1.86K +4 +10%
NWM
1993
Nova Wealth Management
Florida
$19.4K -$2.32K -5 -10%
PP
1994
PFS Partners
New Jersey
$19.3K -$75.7K -163 -78%
MAM
1995
Marquette Asset Management
Minnesota
$19.1K – – –
TC
1996
Trust Company
Kansas
$18.7K – – –
RWM
1997
Rialto Wealth Management
New York
$18.7K +$6.5K +14 +47%
FLP
1998
Financial Life Planners
Arizona
$18.5K +$20K +43 New
CCMI
1999
Creative Capital Management Investments
California
$18.3K -$6.04K -13 -23%
MSWM
2000
Mowery & Schoenfeld Wealth Management
Illinois
$18.3K -$2.79K -6 -12%
78 79
80
81 82