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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2176
Burkett Financial Services
South Carolina
$3.16K – – –
BW
2177
Bravera Wealth
North Dakota
$3.14K +$2.97K +6 New
LB
2178
Legacy Bridge
Iowa
$3.14K +$2.97K +6 New
LWM
2179
Lodestone Wealth Management
Washington
$3.14K +$2.97K +6 New
NL
2180
NorthAvenue LLC
Ohio
$3.14K +$2.97K +6 New
CJ
2181
Caitlin John
Michigan
$2.61K – – –
SC
2182
Sawyer & Company
Massachusetts
$2.61K – – –
RFA
2183
Reyes Financial Architecture
California
$2.61K +$2.47K +5 New
1IA
2184
1620 Investment Advisors
Massachusetts
$2.13K – – –
CWM
2185
Cedar Wealth Management
California
$2.09K – – –
NA
2186
Networth Advisors
Pennsylvania
$2.09K +$1.98K +4 New
SFS
2187
Sunrise Financial Services
Washington
$2.09K +$1.98K +4 New
CMP
2188
Coston McIsaac & Partners
Maine
$2K +$1.98K +4 New
JWM
2189
Jessup Wealth Management
Ohio
$1.61K +$1.48K +3 New
WW
2190
Winnow Wealth
Texas
$1.57K +$990 +2 +200%
DF
2191
DecisionPoint Financial
Arizona
$1.57K – – –
GFA
2192
Godfrey Financial Associates
New York
$1.57K +$1.48K +3 New
LIA
2193
Luken Investment Analytics
Tennessee
$1.57K +$1.48K +3 New
WA
2194
Whipplewood Advisors
Colorado
$1.57K +$1.48K +3 New
IAS
2195
IMA Advisory Services
Colorado
$1.57K – – –
CTWM
2196
Cherry Tree Wealth Management
Minnesota
$1.31K – – –
SA
2197
Seneschal Advisors
Washington
$1.05K – – –
MS
2198
Monetary Solutions
Ohio
$1.04K +$990 +2 New
PWM
2199
Proathlete Wealth Management
Florida
$1.04K +$990 +2 New
IPS
2200
Investors Portfolio Services
Washington
$869 +$990 +2 New
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