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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1176
West Michigan Advisors
Michigan
$355K +$32.1K +90 +9%
CG
1177
Cutler Group
California
$353K +$374K +1,048 New
BOS
1178
Bank of Stockton
California
$352K -$12.8K -36 -3%
IFWM
1179
Institute for Wealth Management
Colorado
$347K – – –
SF
1180
Summit Financial
New Jersey
$346K -$101K -283 -22%
FAFN
1181
First Affirmative Financial Network
Colorado
$346K -$2.5K -7 -0.7%
PP
1182
Patten & Patten
Tennessee
$345K -$71.3K -200 -16%
VCA
1183
Verdence Capital Advisors
Maryland
$345K +$28.2K +79 +8%
CA
1184
Claro Advisors
Massachusetts
$345K +$365K +1,024 New
RZH
1185
Relyea Zuckerberg Hanson
Connecticut
$343K – – –
BTWM
1186
Baker Tilly Wealth Management
Wisconsin
$341K -$16.4K -46 -4%
TAM
1187
Tocqueville Asset Management
New York
$340K -$973K -2,730 -73%
CCM
1188
Carlson Capital Management
Minnesota
$340K -$713 -2 -0.2%
MFG
1189
Merit Financial Group
Georgia
$340K +$360K +1,010 New
PCP
1190
Proficio Capital Partners
Massachusetts
$339K – – –
TPCW
1191
TD Private Client Wealth
New York
$338K -$42.1K -118 -11%
ACM
1192
Ayrshire Capital Management
Connecticut
$337K – – –
AC
1193
Avestar Capital
New York
$336K +$160K +448 +82%
LAS
1194
LWM Advisory Services
Florida
$334K -$452K -1,269 -56%
AWM
1195
Axxcess Wealth Management
California
$334K -$145K -408 -29%
FCB
1196
First Command Bank
Texas
$330K – – –
FCFS
1197
First Command Financial Services
Texas
$330K – – –
WI
1198
WrapManager Inc
California
$330K +$17.8K +50 +5%
CWA
1199
Cornerstone Wealth Advisors
Minnesota
$329K – – –
VIM
1200
VELA Investment Management
Ohio
$326K – – –
46 47
48
49 50