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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2076
BFSG LLC
California
$21.9K – – –
LOIM
2077
Liberty One Investment Management
Illinois
$21.5K -$301K -609 -94%
AI
2078
Atomic Invest
New York
$21.5K +$20.3K +41 New
PSFG
2079
Park Square Financial Group
Georgia
$20.4K +$5.94K +12 +41%
AW
2080
Avion Wealth
Texas
$20K +$2.47K +5 +14%
DWM
2081
Dogwood Wealth Management
Kansas
$19.9K -$5.44K -11 -22%
IRC
2082
Investors Research Corp
Georgia
$19.3K – – –
BGA
2083
Battery Global Advisors
Massachusetts
$19.1K – – –
DMIC
2084
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.8K – – –
UOTTAIMCU
2085
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.3K +$17.3K +35 New
NFSG
2086
Newbridge Financial Services Group
Florida
$18.2K +$13.4K +27 +338%
IIM
2087
IFC & Insurance Marketing
California
$18K +$16.8K +34 New
BFS
2088
Bare Financial Services
Pennsylvania
$17.8K +$1.48K +3 +10%
CFS
2089
CGC Financial Services
Oregon
$17.2K +$16.3K +33 New
FC
2090
Fairscale Capital
New Hampshire
$16.7K – – –
CFM
2091
Cornerstone Financial Management
Massachusetts
$16.7K +$15.8K +32 New
CA
2092
Cresta Advisors
Texas
$16.7K +$15.8K +32 New
GCM
2093
Gunpowder Capital Management
Maryland
$16.7K +$15.8K +32 New
RFS
2094
Richardson Financial Services
Massachusetts
$16.5K -$44.5K -90 -74%
RWM
2095
Rialto Wealth Management
New York
$15.7K -$495 -1 -3%
CT
2096
Coastline Trust
Rhode Island
$15.7K – – –
RTL
2097
Red Tortoise LLC
Georgia
$15.6K – – –
Q1WB
2098
Quest 10 Wealth Builders
Virginia
$15.4K – – –
IWM
2099
IMG Wealth Management
Florida
$15.2K +$1.48K +3 +12%
AS
2100
Altshuler Shaham
Israel
$15.2K +$2.97K +6 +26%
82 83
84
85 86