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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1226
Ironwood Financial
Arizona
$25K
SSB
1227
Sandy Spring Bank
Maryland
$25K +$1.66K +5 +8%
EWM
1228
Endurance Wealth Management
Rhode Island
$24K +$22.6K +68 New
SWA
1229
SOA Wealth Advisors
New York
$23K -$5.99K -18 -21%
HH
1230
HWG Holdings
Texas
$22K -$558K -1,676 -96%
H
1231
Hexavest
Quebec, Canada
$22K
TC
1232
Tacita Capital
Ontario, Canada
$22K
CA
1233
Crewe Advisors
Utah
$22K +$998 +3 +5%
CWM
1234
Cranbrook Wealth Management
Michigan
$22K +$2.66K +8 +15%
PP
1235
PrairieView Partners
Minnesota
$22K +$7.32K +22 +54%
AWA
1236
Artemis Wealth Advisors
New York
$21.9K +$20.6K +62 New
SSWG
1237
Seven Springs Wealth Group
Tennessee
$21K -$3.99K -12 -17%
AWA
1238
Arkadios Wealth Advisors
Georgia
$21K +$998 +3 +5%
LWA
1239
Lenox Wealth Advisors
New York
$20K -$17.3K -52 -47%
POIA
1240
Pin Oak Investment Advisors
Texas
$20K
ACM
1241
Allred Capital Management
Texas
$19.1K +$18K +54 New
AIC
1242
Ayalon Insurance Company
Israel
$19K -$980K -2,945 -98%
SIA
1243
Sit Investment Associates
Minnesota
$19K -$34.6K -104 -66%
EWA
1244
Evolution Wealth Advisors
Florida
$19K -$13K -39 -42%
RCM
1245
Rain Capital Management
Oregon
$19K
GSAM
1246
Grant Street Asset Management
Pennsylvania
$19K +$17.6K +53 New
JFGIW
1247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K -$157K -473 -90%
CL
1248
COWA LLC
Oklahoma
$17K
SFP
1249
Sterling Financial Planning
New Jersey
$17K
BWA
1250
BDO Wealth Advisors
Florida
$17K +$5.33K +16 +52%