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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1301
Pin Oak Investment Advisors
Texas
$23K – – –
RCM
1302
Rain Capital Management
Oregon
$23K +$769 +2 +4%
ETC
1303
Exchange Traded Concepts
Oklahoma
$23K +$21.5K +56 New
CA
1304
Crewe Advisors
Utah
$22K -$3.84K -10 -16%
EWA
1305
Evolution Wealth Advisors
Florida
$22K – – –
SIA
1306
Sit Investment Associates
Minnesota
$22K – – –
SQA
1307
Simon Quick Advisors
New Jersey
$22K +$4.61K +12 +28%
AIC
1308
Ayalon Insurance Company
Israel
$21K – – –
SFP
1309
Sterling Financial Planning
New Jersey
$20K – – –
EBA
1310
Eagle Bay Advisors
New York
$18K +$15.4K +40 New
BAM
1311
Bellevue Asset Management
Washington
$17K – – –
HCP
1312
Hexagon Capital Partners
Arkansas
$17K – – –
TH
1313
TCTC Holdings
Texas
$17K – – –
TWM
1314
Tradition Wealth Management
Minnesota
$17K – – –
MCM
1315
MV Capital Management
Maryland
$17K +$13.5K +35 +583%
RCG
1316
Rock Creek Group
District of Columbia
$16K +$15.4K +40 New
TF
1317
TimeScale Financial
Massachusetts
$14K -$19.2K -50 -60%
RWM
1318
Raffa Wealth Management
District of Columbia
$13.5K -$105K -274 -89%
BWM
1319
Baystate Wealth Management
Massachusetts
$13K – – –
FFC
1320
First Financial Corp
Indiana
$13K – – –
ME
1321
McIlrath & Eck
Washington
$13K – – –
OC
1322
Oakworth Capital
Alabama
$13K – – –
TSW
1323
Thompson Siegel & Walmsley
Virginia
$13K – – –
OIA
1324
Optimum Investment Advisors
Illinois
$12K – – –
IAS
1325
IMA Advisory Services
Colorado
$11K – – –