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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1976
Beacon Investment Advisory Services
New Jersey
$23.8K +$26K +56 New
NWMP
1977
Noble Wealth Management PBC
Colorado
$23.4K -$1.86K -4 -7%
AP
1978
Aspect Partners
Virginia
$23K – – –
VWA
1979
Valued Wealth Advisors
Utah
$22.8K +$5.11K +11 +26%
CVM
1980
Cheviot Value Management
California
$22.1K – – –
MIM
1981
MTM Investment Management
South Carolina
$22.1K – – –
HFS
1982
Horizon Financial Services
North Carolina
$21.7K +$20K +43 +538%
TCM
1983
Triumph Capital Management
Colorado
$21.3K +$10.2K +22 +79%
AIA
1984
Aventus Investment Advisors
Florida
$21.3K – – –
IAAG
1985
Innovative Asset Advisors Group
Connecticut
$21.3K +$23.2K +50 New
MAM
1986
Meeder Asset Management
Ohio
$20.4K -$7.43K -16 -25%
WG
1987
Wellington Group
Indiana
$20.4K – – –
DF
1988
Dunhill Financial
United Kingdom
$20.2K -$62.2K -134 -74%
HNW
1989
High Note Wealth
Minnesota
$19.6K +$929 +2 +5%
BL
1990
BFSG LLC
California
$19.6K +$1.86K +4 +10%
NWM
1991
Nova Wealth Management
Florida
$19.4K -$2.32K -5 -10%
PP
1992
PFS Partners
New Jersey
$19.3K -$75.7K -163 -78%
MAM
1993
Marquette Asset Management
Minnesota
$19.1K – – –
TC
1994
Trust Company
Kansas
$18.7K – – –
RWM
1995
Rialto Wealth Management
New York
$18.7K +$6.5K +14 +47%
FLP
1996
Financial Life Planners
Arizona
$18.5K +$20K +43 New
CCMI
1997
Creative Capital Management Investments
California
$18.3K -$6.04K -13 -23%
MSWM
1998
Mowery & Schoenfeld Wealth Management
Illinois
$18.3K -$2.79K -6 -12%
SC
1999
Solstein Capital
California
$17.4K -$14.9K -32 -44%
DWM
2000
Dogwood Wealth Management
Kansas
$17.4K +$1.39K +3 +8%
78 79
80
81 82