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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2076
Wolff Wiese Magana
California
$3.4K -$431K -929 -99%
GTAM
2077
Global Trust Asset Management
Florida
$3.4K -$2.79K -6 -43%
SRCM
2078
Signature Resources Capital Management
California
$3.4K +$3.71K +8 New
PSB
2079
Piscataqua Savings Bank
New Hampshire
$3.4K – – –
MPW
2080
MASECO Private Wealth
$2.98K -$3.71K -8 -53%
CBT
2081
Crews Bank & Trust
Florida
$2.98K – – –
DCM
2082
Davis Capital Management
Florida
$2.98K – – –
FG
2083
Fairman Group
Pennsylvania
$2.98K – – –
PP
2084
Paladin Partners
Wisconsin
$2.98K – – –
BC
2085
Barrett & Company
Rhode Island
$2.98K +$464 +1 +14%
BFS
2086
Burkett Financial Services
South Carolina
$2.58K – – –
NL
2087
NorthAvenue LLC
Ohio
$2.55K – – –
IW
2088
Imprint Wealth
South Carolina
$2.55K -$5.57K -12 -67%
LWM
2089
Lodestone Wealth Management
Washington
$2.55K – – –
PS
2090
PayPay Securities
Japan
$2.18K -$1.39K -3 -38%
NL
2091
NVWM LLC
Pennsylvania
$2.13K -$49.7K -107 -96%
MCP
2092
Miller Capital Partners
Michigan
$2.13K -$8.82K -19 -79%
AIC
2093
Archer Investment Corporation
Indiana
$2.13K -$6.04K -13 -72%
CJ
2094
Caitlin John
Michigan
$2.13K – – –
SC
2095
Sawyer & Company
Massachusetts
$2.13K – – –
1IA
2096
1620 Investment Advisors
Massachusetts
$1.74K – – –
TBFA
2097
Three Bearings Fiduciary Advisors
New Hampshire
$1.7K -$2.32K -5 -56%
PIS
2098
POM Investment Strategies
North Carolina
$1.7K -$2.32K -5 -56%
NA
2099
Networth Advisors
Pennsylvania
$1.7K – – –
SFS
2100
Sunrise Financial Services
Washington
$1.7K – – –
82 83
84
85 86