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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2026
Sachetta
Massachusetts
$44.4K +$2.47K +5 +6%
CI
2027
Clal Insurance
Israel
$44K +$8.41K +17 +25%
SG
2028
Sankala Group
Colorado
$43.3K +$48.5K +98 New
TWD
2029
True Wealth Design
Ohio
$42.9K -$33.6K -68 -45%
GEA
2030
Glen Eagle Advisors
New Jersey
$41.3K +$1.98K +4 +5%
KFP
2031
Kerr Financial Planning
California
$39.8K -$3.46K -7 -7%
AFC
2032
Ares Financial Consulting
California
$39.7K +$37.6K +76 New
WBC
2033
West Branch Capital
Massachusetts
$39.2K -$7.42K -15 -17%
SR
2034
Swiss Re
Switzerland
$39.2K +$37.1K +75 New
EIP
2035
Essential Investment Partners
Colorado
$38.7K +$36.6K +74 New
SC
2036
Solstein Capital
California
$38.1K – – –
BTD
2037
BankPlus Trust Department
Mississippi
$37.1K – – –
RMC
2038
Resources Management Corp
Connecticut
$37K – – –
PP
2039
Pingora Partners
Wyoming
$36.6K – – –
P
2040
Palladiem
Pennsylvania
$36.4K +$34.1K +69 New
HHMI
2041
Howard Hughes Medical Institute
Maryland
$35K -$495 -1 -1%
RWM
2042
Raffa Wealth Management
District of Columbia
$35K +$2.97K +6 +10%
AAG
2043
Armstrong Advisory Group
Massachusetts
$34K – – –
BONH
2044
Bank of New Hampshire
New Hampshire
$34K -$148K -300 -82%
FPF
2045
First Pacific Financial
Washington
$33.8K -$4.45K -9 -12%
MAM
2046
Meeder Asset Management
Ohio
$33.4K -$1.48K -3 -4%
BWAM
2047
Boyd Watterson Asset Management
Ohio
$33.4K – – –
SWIM
2048
Smallwood Wealth Investment Management
New Jersey
$33.4K +$1.98K +4 +7%
HBW
2049
Hazlett, Burt & Watson
West Virginia
$32K +$9.4K +19 +43%
AWM
2050
Abound Wealth Management
Tennessee
$32K – – –
80 81
82
83 84