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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2151
WealthCollab
Washington
$4.7K – – –
TFA
2152
Toth Financial Advisory
Virginia
$4.7K +$4.45K +9 New
AG
2153
AmeriFlex Group
Nevada
$4.7K -$33.2K -67 -88%
SHIM
2154
Stone House Investment Management
Pennsylvania
$4.7K +$3.46K +7 +350%
PIS
2155
POM Investment Strategies
North Carolina
$4.7K +$4.45K +9 New
TLCM
2156
Twin Lakes Capital Management
California
$4.37K – – –
HFS
2157
Horizon Financial Services
North Carolina
$4.18K -$2.97K -6 -43%
FF
2158
Friedenthal Financial
New Jersey
$4.18K – – –
PS
2159
PayPay Securities
Japan
$4.18K +$990 +2 +33%
ACA
2160
American Capital Advisory
Idaho
$4.18K +$1.48K +3 +60%
PSB
2161
Piscataqua Savings Bank
New Hampshire
$4.18K +$3.96K +8 New
CFD
2162
Creative Financial Designs
Indiana
$3.66K -$3.46K -7 -50%
FG
2163
Fairman Group
Pennsylvania
$3.66K -$3.46K -7 -50%
BC
2164
Barrett & Company
Rhode Island
$3.66K – – –
CBT
2165
Crews Bank & Trust
Florida
$3.66K – – –
T
2166
Tidemark
California
$3.66K – – –
DCM
2167
Davis Capital Management
Florida
$3.66K +$990 +2 +40%
MA
2168
Modus Advisors
Minnesota
$3.66K +$3.46K +7 New
PP
2169
Paladin Partners
Wisconsin
$3.66K +$3.46K +7 New
BFS
2170
Burkett Financial Services
South Carolina
$3.16K – – –
BW
2171
Bravera Wealth
North Dakota
$3.14K +$2.97K +6 New
LB
2172
Legacy Bridge
Iowa
$3.14K +$2.97K +6 New
LWM
2173
Lodestone Wealth Management
Washington
$3.14K +$2.97K +6 New
NL
2174
NorthAvenue LLC
Ohio
$3.14K +$2.97K +6 New
CJ
2175
Caitlin John
Michigan
$2.61K – – –
85 86
87
88 89