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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
2026
Brown, Lisle/Cummings
Rhode Island
$11.5K +$4.64K +10 +59%
WT
2027
WHI Trust
Illinois
$11.1K – – –
LAS
2028
Lloyd Advisory Services
Georgia
$10.8K -$27.9K -60 -71%
KFG
2029
Kingdom Financial Group
Arizona
$10.8K +$6.04K +13 +108%
BSC
2030
Brown Shipley & Co
United Kingdom
$10.6K +$11.6K +25 New
PF
2031
PlanVest Financial
Maryland
$10.6K +$11.6K +25 New
BFS
2032
Bare Financial Services
Pennsylvania
$10.6K -$4.18K -9 -26%
AS
2033
Altshuler Shaham
Israel
$10.2K -$2.32K -5 -17%
MAFA
2034
MJT & Associates Financial Advisory
Minnesota
$9.78K – – –
MSG
2035
Main Street Group
Virginia
$9.78K +$10.7K +23 New
AIS
2036
Advocate Investing Services
Maryland
$9.36K – – –
TM
2037
Torren Management
California
$8.93K – – –
CMA
2038
Cedar Mountain Advisors
Oregon
$8.51K -$929 -2 -9%
BHWM
2039
Beaird Harris Wealth Management
Texas
$8.51K – – –
EWM
2040
Evolution Wealth Management
Florida
$8.51K +$4.64K +10 +100%
RWM
2041
RMG Wealth Management
Wisconsin
$8.42K – – –
T
2042
Tidemark
California
$8.37K +$6.04K +13 +186%
GEA
2043
Glen Eagle Advisors
New Jersey
$8.08K -$27.9K -60 -76%
CWM
2044
Copia Wealth Management
Oregon
$8.08K – – –
AEPWM
2045
Atlantic Edge Private Wealth Management
Florida
$7.66K – – –
CTB
2046
Country Trust Bank
Illinois
$7.66K – – –
GCM
2047
Gables Capital Management
Florida
$7.66K – – –
CFG
2048
Clayton Financial Group
Missouri
$7.23K -$3.25K -7 -29%
MWM
2049
Magnolia Wealth Management
Alabama
$7.23K +$7.89K +17 New
VWM
2050
Vermillion Wealth Management
Minnesota
$7.23K +$7.89K +17 New
80 81
82
83 84