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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2026
Kerr Financial Planning
California
$39.8K -$3.46K -7 -7%
AFC
2027
Ares Financial Consulting
California
$39.7K +$37.6K +76 New
WBC
2028
West Branch Capital
Massachusetts
$39.2K -$7.42K -15 -17%
SR
2029
Swiss Re
Switzerland
$39.2K +$37.1K +75 New
EIP
2030
Essential Investment Partners
Colorado
$38.7K +$36.6K +74 New
SC
2031
Solstein Capital
California
$38.1K – – –
BTD
2032
BankPlus Trust Department
Mississippi
$37.1K – – –
RMC
2033
Resources Management Corp
Connecticut
$37K – – –
PP
2034
Pingora Partners
Wyoming
$36.6K – – –
P
2035
Palladiem
Pennsylvania
$36.4K +$34.1K +69 New
HHMI
2036
Howard Hughes Medical Institute
Maryland
$35K -$495 -1 -1%
RWM
2037
Raffa Wealth Management
District of Columbia
$35K +$2.97K +6 +10%
AAG
2038
Armstrong Advisory Group
Massachusetts
$34K – – –
BONH
2039
Bank of New Hampshire
New Hampshire
$34K -$148K -300 -82%
FPF
2040
First Pacific Financial
Washington
$33.8K -$4.45K -9 -12%
MAM
2041
Meeder Asset Management
Ohio
$33.4K -$1.48K -3 -4%
BWAM
2042
Boyd Watterson Asset Management
Ohio
$33.4K – – –
SWIM
2043
Smallwood Wealth Investment Management
New Jersey
$33.4K +$1.98K +4 +7%
HBW
2044
Hazlett, Burt & Watson
West Virginia
$32K +$9.4K +19 +43%
AWM
2045
Abound Wealth Management
Tennessee
$32K – – –
NSIM
2046
North Star Investment Management
Illinois
$31.9K +$17.3K +35 +135%
NWMP
2047
Noble Wealth Management PBC
Colorado
$30.8K – – –
PWMG
2048
Private Wealth Management Group
New Jersey
$30.8K – – –
CAM
2049
Clarity Asset Management
Iowa
$30K – – –
CCMI
2050
Creative Capital Management Investments
California
$29.3K – – –
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