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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2026
REAP Financial Group
Texas
$6.61K +$6.64K +13 New
TWD
2027
True Wealth Design
Ohio
$6.17K +$4.6K +9 +300%
WIM
2028
Westside Investment Management
California
$6.13K – – –
TCA
2029
Trifecta Capital Advisors
Illinois
$6.1K – – –
HHGA
2030
Halbert Hargrove Global Advisors
California
$6.1K +$6.13K +12 New
EPAM
2031
Evelyn Partners Asset Management
$6.1K -$742K -1,453 -99%
FRA
2032
Front Row Advisors
California
$6.1K – – –
NEWAS
2033
N.E.W. Advisory Services
Wisconsin
$6.1K +$6.13K +12 New
KA
2034
Kozak & Associates
Colorado
$5.66K +$6.13K +12 New
AS
2035
Altshuler Shaham
Israel
$5.59K -$15.8K -31 -74%
CIM
2036
Contravisory Investment Management
Massachusetts
$5.59K – – –
VWWMG
2037
Vermillion & White Wealth Management Group
Pennsylvania
$5.59K – – –
WW
2038
Winnow Wealth
Texas
$5.21K +$2.04K +4 +57%
T
2039
Transce3nd
Texas
$5.08K -$3.07K -6 -38%
RAM
2040
Riggs Asset Management
Pennsylvania
$5.08K – – –
SCA
2041
Stuart Chaussee & Associates
California
$5.08K – – –
SPF
2042
South Plains Financial
Texas
$5.08K – – –
PWA
2043
Principia Wealth Advisory
Texas
$4.74K +$1.02K +2 +25%
TCM
2044
TD Capital Management
Tennessee
$4.6K – – –
WA
2045
WestEnd Advisors
North Carolina
$4.57K +$1.53K +3 +50%
TLCM
2046
Twin Lakes Capital Management
California
$4.22K – – –
CAC
2047
Core Alternative Capital
Georgia
$4.07K – – –
ETS
2048
ESL Trust Services
New York
$4.07K – – –
GTAM
2049
Global Trust Asset Management
Florida
$4.07K – – –
MFG
2050
Mendota Financial Group
Wisconsin
$4.07K – – –
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