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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2101
Sawyer & Company
Massachusetts
$2.13K – – –
1IA
2102
1620 Investment Advisors
Massachusetts
$1.74K – – –
BWM
2103
Bullock Wealth Management
Indiana
$1.71K -$572K -1,231 -100%
TBFA
2104
Three Bearings Fiduciary Advisors
New Hampshire
$1.7K -$2.32K -5 -56%
PIS
2105
POM Investment Strategies
North Carolina
$1.7K -$2.32K -5 -56%
NA
2106
Networth Advisors
Pennsylvania
$1.7K – – –
SFS
2107
Sunrise Financial Services
Washington
$1.7K – – –
ECM
2108
Estabrook Capital Management
New York
$1.7K +$1.86K +4 New
MWC
2109
MBM Wealth Consultants
Missouri
$1.7K +$1.86K +4 New
TWM
2110
TopTier Wealth Management
Wisconsin
$1.7K +$1.86K +4 New
LA
2111
LM Advisors
California
$1.44K +$81.2K +175 +40%
DF
2112
DecisionPoint Financial
Arizona
$1.28K – – –
GFA
2113
Godfrey Financial Associates
New York
$1.28K – – –
KCM
2114
Key Capital Management
Tennessee
$1.28K +$1.39K +3 New
CTWM
2115
Cherry Tree Wealth Management
Minnesota
$1.06K – – –
CMP
2116
Coston McIsaac & Partners
Maine
$1K – – –
CFD
2117
Creative Financial Designs
Indiana
$851 -$2.32K -5 -71%
MS
2118
Monetary Solutions
Ohio
$851 – – –
SA
2119
Seneschal Advisors
Washington
$851 – – –
FGAM
2120
Financial Gravity Asset Management
Texas
$851 +$929 +2 New
PWM
2121
Proathlete Wealth Management
Florida
$850 – – –
IPS
2122
Investors Portfolio Services
Washington
$745 – – –
WBC
2123
West Branch Capital
Massachusetts
$426 -$34.4K -74 -99%
BIM
2124
Breakwater Investment Management
Washington
$426 – – –
3FI
2125
3 Factor Indexing
California
$426 +$464 +1 New
83 84
85
86 87