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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
2051
North Star Investment Management
Illinois
$31.9K +$17.3K +35 +135%
NWMP
2052
Noble Wealth Management PBC
Colorado
$30.8K – – –
PWMG
2053
Private Wealth Management Group
New Jersey
$30.8K – – –
CAM
2054
Clarity Asset Management
Iowa
$30K – – –
CCMI
2055
Creative Capital Management Investments
California
$29.3K – – –
HWP
2056
Highline Wealth Partners
California
$28.8K +$5.94K +12 +28%
JGCM
2057
Joseph Group Capital Management
Ohio
$28.7K +$27.2K +55 New
AP
2058
Aspect Partners
Virginia
$28.2K +$1.48K +3 +6%
CVM
2059
Cheviot Value Management
California
$27.5K – – –
MIM
2060
MTM Investment Management
South Carolina
$27.2K – – –
NWM
2061
Nova Wealth Management
Florida
$26.5K -$4.95K -10 -16%
FFO
2062
Fortitude Family Office
Arizona
$26.1K -$38.1K -77 -61%
AIA
2063
Aventus Investment Advisors
Florida
$26.1K – – –
MSWM
2064
Mowery & Schoenfeld Wealth Management
Illinois
$25.6K +$2.97K +6 +14%
WG
2065
Wellington Group
Indiana
$25.1K +$23.8K +48 New
KG
2066
Kilter Group
New York
$24.6K +$8.41K +17 +57%
SIC
2067
SJS Investment Consulting
Ohio
$24K +$3.46K +7 +18%
MAM
2068
Marquette Asset Management
Minnesota
$23.5K +$4.45K +9 +25%
GWS
2069
Greykasell Wealth Strategies
California
$23K – – –
OAJ
2070
Ogorek Anthony Joseph
New York
$23K -$5.94K -12 -21%
AWM
2071
Activest Wealth Management
Florida
$23K +$495 +1 +2%
HNW
2072
High Note Wealth
Minnesota
$23K +$6.93K +14 +47%
TC
2073
Trust Company
Kansas
$23K +$21.8K +44 New
TPBG
2074
Turning Point Benefit Group
Maryland
$23K +$21.8K +44 New
VWA
2075
Valued Wealth Advisors
Utah
$22.2K +$495 +1 +2%
81 82
83
84 85