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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2026
Atomic Invest
New York
$12.2K -$5.57K -12 -29%
BW
2027
Bravera Wealth
North Dakota
$11.9K +$10.2K +22 +367%
MFT
2028
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
BHWM
2029
Bay Harbor Wealth Management
Maryland
$11.5K +$4.18K +9 +50%
BLC
2030
Brown, Lisle/Cummings
Rhode Island
$11.5K +$4.64K +10 +59%
WT
2031
WHI Trust
Illinois
$11.1K – – –
LAS
2032
Lloyd Advisory Services
Georgia
$10.8K -$27.9K -60 -71%
KFG
2033
Kingdom Financial Group
Arizona
$10.8K +$6.04K +13 +108%
BSC
2034
Brown Shipley & Co
United Kingdom
$10.6K +$11.6K +25 New
PF
2035
PlanVest Financial
Maryland
$10.6K +$11.6K +25 New
BFS
2036
Bare Financial Services
Pennsylvania
$10.6K -$4.18K -9 -26%
AS
2037
Altshuler Shaham
Israel
$10.2K -$2.32K -5 -17%
MAFA
2038
MJT & Associates Financial Advisory
Minnesota
$9.78K – – –
MSG
2039
Main Street Group
Virginia
$9.78K +$10.7K +23 New
AIS
2040
Advocate Investing Services
Maryland
$9.36K – – –
TM
2041
Torren Management
California
$8.93K – – –
CMA
2042
Cedar Mountain Advisors
Oregon
$8.51K -$929 -2 -9%
BHWM
2043
Beaird Harris Wealth Management
Texas
$8.51K – – –
EWM
2044
Evolution Wealth Management
Florida
$8.51K +$4.64K +10 +100%
RWM
2045
RMG Wealth Management
Wisconsin
$8.42K – – –
T
2046
Tidemark
California
$8.37K +$6.04K +13 +186%
GEA
2047
Glen Eagle Advisors
New Jersey
$8.08K -$27.9K -60 -76%
CWM
2048
Copia Wealth Management
Oregon
$8.08K – – –
AEPWM
2049
Atlantic Edge Private Wealth Management
Florida
$7.66K – – –
CTB
2050
Country Trust Bank
Illinois
$7.66K – – –
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