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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2151
Delos Wealth Advisors
Texas
$5.23K – – –
RWA
2152
Redmont Wealth Advisors
Illinois
$5.23K – – –
EWM
2153
Evolution Wealth Management
Florida
$5.23K +$4.95K +10 New
RTC
2154
Riverview Trust Company
Washington
$5.23K +$4.95K +10 New
RBC
2155
Roble Belko & Company
Pennsylvania
$5K – – –
TBFA
2156
Three Bearings Fiduciary Advisors
New Hampshire
$4.75K +$4.45K +9 New
W
2157
WealthCollab
Washington
$4.7K – – –
TFA
2158
Toth Financial Advisory
Virginia
$4.7K +$4.45K +9 New
AG
2159
AmeriFlex Group
Nevada
$4.7K -$33.2K -67 -88%
SHIM
2160
Stone House Investment Management
Pennsylvania
$4.7K +$3.46K +7 +350%
PIS
2161
POM Investment Strategies
North Carolina
$4.7K +$4.45K +9 New
TLCM
2162
Twin Lakes Capital Management
California
$4.37K – – –
HFS
2163
Horizon Financial Services
North Carolina
$4.18K -$2.97K -6 -43%
FF
2164
Friedenthal Financial
New Jersey
$4.18K – – –
PS
2165
PayPay Securities
Japan
$4.18K +$990 +2 +33%
ACA
2166
American Capital Advisory
Idaho
$4.18K +$1.48K +3 +60%
PSB
2167
Piscataqua Savings Bank
New Hampshire
$4.18K +$3.96K +8 New
CFD
2168
Creative Financial Designs
Indiana
$3.66K -$3.46K -7 -50%
FG
2169
Fairman Group
Pennsylvania
$3.66K -$3.46K -7 -50%
BC
2170
Barrett & Company
Rhode Island
$3.66K – – –
CBT
2171
Crews Bank & Trust
Florida
$3.66K – – –
T
2172
Tidemark
California
$3.66K – – –
DCM
2173
Davis Capital Management
Florida
$3.66K +$990 +2 +40%
MA
2174
Modus Advisors
Minnesota
$3.66K +$3.46K +7 New
PP
2175
Paladin Partners
Wisconsin
$3.66K +$3.46K +7 New
85 86
87
88 89