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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2026
Delos Wealth Advisors
Texas
$5.27K +$4.99K +10 New
RWA
2027
Redmont Wealth Advisors
Illinois
$5.27K +$4.99K +10 New
SPF
2028
South Plains Financial
Texas
$5.27K – – –
BHWM
2029
Bay Harbor Wealth Management
Maryland
$5.27K +$2.5K +5 +100%
BCM
2030
Blume Capital Management
California
$4.75K +$2.5K +5 +125%
PSB
2031
Piscataqua Savings Bank
New Hampshire
$4.75K +$4.49K +9 New
TLCM
2032
Twin Lakes Capital Management
California
$4.39K – – –
MFG
2033
Mendota Financial Group
Wisconsin
$4.22K – – –
FF
2034
Friedenthal Financial
New Jersey
$4.22K +$3.99K +8 New
CAC
2035
Core Alternative Capital
Georgia
$4.22K – – –
GTAM
2036
Global Trust Asset Management
Florida
$4.22K – – –
TCM
2037
TruNorth Capital Management
Michigan
$4.22K – – –
PWM
2038
Parkworth Wealth Management
California
$4.22K +$2.5K +5 +167%
WA
2039
WestEnd Advisors
North Carolina
$3.69K -$998 -2 -22%
BC
2040
Barrett & Company
Rhode Island
$3.69K – – –
CBT
2041
Crews Bank & Trust
Florida
$3.69K – – –
T
2042
Tidemark
California
$3.69K – – –
BFS
2043
Burkett Financial Services
South Carolina
$3.18K – – –
SIC
2044
SJS Investment Consulting
Ohio
$3.16K -$4.49K -9 -60%
IHWM
2045
Iron Horse Wealth Management
Iowa
$3.16K – – –
W
2046
WealthCollab
Washington
$3.16K – – –
PS
2047
PayPay Securities
Japan
$3.16K +$998 +2 +50%
SRCM
2048
Signature Resources Capital Management
California
$2.64K +$2.5K +5 New
PP
2049
Pacifica Partners
Canada
$2.59K -$25K -50 -91%
1IA
2050
1620 Investment Advisors
Massachusetts
$2.15K – – –
80 81
82
83 84