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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
2026
Twin Lakes Capital Management
California
$4.06K – – –
NFSG
2027
Newbridge Financial Services Group
Florida
$3.94K -$14.5K -27 -77%
CAC
2028
Core Alternative Capital
Georgia
$3.89K – – –
FF
2029
Friedenthal Financial
New Jersey
$3.89K – – –
PG
2030
Proffitt & Goodson
Tennessee
$3.89K +$4.28K +8 New
BC
2031
Barrett & Company
Rhode Island
$3.41K – – –
CBT
2032
Crews Bank & Trust
Florida
$3.41K – – –
T
2033
Tidemark
California
$3.41K – – –
HWA
2034
Heartwood Wealth Advisors
Virginia
$3.41K +$3.75K +7 New
SC
2035
Sawyer & Company
Massachusetts
$3K – – –
PS
2036
PayPay Securities
Japan
$2.96K – – –
BFS
2037
Burkett Financial Services
South Carolina
$2.94K – – –
HHGA
2038
Halbert Hargrove Global Advisors
California
$2.92K -$2.68K -5 -45%
ACA
2039
American Capital Advisory
Idaho
$2.43K +$535 +1 +25%
CJ
2040
Caitlin John
Michigan
$2.43K +$2.68K +5 New
DCM
2041
Davis Capital Management
Florida
$2.43K +$2.68K +5 New
NC
2042
North Capital
Utah
$2.43K +$2.68K +5 New
1IA
2043
1620 Investment Advisors
Massachusetts
$1.99K – – –
CWM
2044
Cedar Wealth Management
California
$1.95K – – –
GGI
2045
Godsey & Gibb Inc
Virginia
$1.95K +$2.14K +4 New
KB
2046
Kimelman & Baird
New York
$1.46K – – –
IAS
2047
IMA Advisory Services
Colorado
$1.46K – – –
VWM
2048
Vermillion Wealth Management
Minnesota
$1.46K +$1.61K +3 New
DF
2049
DecisionPoint Financial
Arizona
$1.45K – – –
CTWM
2050
Cherry Tree Wealth Management
Minnesota
$1.22K – – –
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82
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