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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1276
Hanson & Doremus Investment Management
Vermont
$5K +$4.33K +13 New
PCTC
1277
Perkins Coie Trust Company
Washington
$4K – – –
PCA
1278
Providence Capital Advisors
North Carolina
$4K – – –
SPWG
1279
Sage Private Wealth Group
Illinois
$4K – – –
SFO
1280
Standard Family Office
South Dakota
$4K – – –
SWG
1281
Summit Wealth Group
Vermont
$4K +$3.99K +12 New
HI
1282
Hudock Inc
Pennsylvania
$3K -$19.3K -58 -84%
BC
1283
Bartlett & Co
Ohio
$3K – – –
DWMG
1284
DB Wealth Management Group
California
$3K – – –
TLCM
1285
Twin Lakes Capital Management
California
$3K +$2.66K +8 New
KFP
1286
KB Financial Partners
New Jersey
$3K +$3K +9 New
BCWM
1287
Bartlett & Co Wealth Management
Ohio
$2.82K – – –
CWC
1288
Carolinas Wealth Consulting
North Carolina
$2K -$998 -3 -30%
UFF
1289
USA Financial Formulas
Michigan
$2K -$666 -2 -29%
FMP
1290
Financial Management Professionals
Texas
$2K – – –
GI
1291
Gradient Investments
Minnesota
$2K – – –
RBC
1292
Roble Belko & Company
Pennsylvania
$2K – – –
JPLA
1293
Joseph P. Lucia & Associates
New York
$2K +$1.66K +5 New
BMD
1294
Better Money Decisions
New Mexico
$2K +$2K +6 New
MCM
1295
MV Capital Management
Maryland
$2K +$2K +6 New
TFM
1296
TFC Financial Management
Massachusetts
$1K – – –
TFA
1297
Transamerica Financial Advisors
Florida
$1K – – –
APWA
1298
Atlas Private Wealth Advisors
New Jersey
$1K +$666 +2 New
WIM
1299
Westside Investment Management
California
$17 – – –
MCM
1300
Melvin Capital Management
New York
– -$148M -450,000 Closed
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