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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2051
Highline Wealth Partners
California
$28.8K +$5.94K +12 +28%
JGCM
2052
Joseph Group Capital Management
Ohio
$28.7K +$27.2K +55 New
AP
2053
Aspect Partners
Virginia
$28.2K +$1.48K +3 +6%
CVM
2054
Cheviot Value Management
California
$27.5K – – –
MIM
2055
MTM Investment Management
South Carolina
$27.2K – – –
NWM
2056
Nova Wealth Management
Florida
$26.5K -$4.95K -10 -16%
FFO
2057
Fortitude Family Office
Arizona
$26.1K -$38.1K -77 -61%
AIA
2058
Aventus Investment Advisors
Florida
$26.1K – – –
MSWM
2059
Mowery & Schoenfeld Wealth Management
Illinois
$25.6K +$2.97K +6 +14%
WG
2060
Wellington Group
Indiana
$25.1K +$23.8K +48 New
KG
2061
Kilter Group
New York
$24.6K +$8.41K +17 +57%
SIC
2062
SJS Investment Consulting
Ohio
$24K +$3.46K +7 +18%
MAM
2063
Marquette Asset Management
Minnesota
$23.5K +$4.45K +9 +25%
GWS
2064
Greykasell Wealth Strategies
California
$23K – – –
OAJ
2065
Ogorek Anthony Joseph
New York
$23K -$5.94K -12 -21%
AWM
2066
Activest Wealth Management
Florida
$23K +$495 +1 +2%
HNW
2067
High Note Wealth
Minnesota
$23K +$6.93K +14 +47%
TC
2068
Trust Company
Kansas
$23K +$21.8K +44 New
TPBG
2069
Turning Point Benefit Group
Maryland
$23K +$21.8K +44 New
VWA
2070
Valued Wealth Advisors
Utah
$22.2K +$495 +1 +2%
BL
2071
BFSG LLC
California
$21.9K – – –
LOIM
2072
Liberty One Investment Management
Illinois
$21.5K -$301K -609 -94%
PSFG
2073
Park Square Financial Group
Georgia
$20.4K +$5.94K +12 +41%
AW
2074
Avion Wealth
Texas
$20K +$2.47K +5 +14%
DWM
2075
Dogwood Wealth Management
Kansas
$19.9K -$5.44K -11 -22%
81 82
83
84 85