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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1351
Rain Capital Management
Oregon
$26K +$3.03K +7 +13%
LWA
1352
Lenox Wealth Advisors
New York
$25K +$867 +2 +3%
BWM
1353
Baystate Wealth Management
Massachusetts
$25K +$12.6K +29 +97%
CWM
1354
Cranbrook Wealth Management
Michigan
$24K – – –
POIA
1355
Pin Oak Investment Advisors
Texas
$24K – – –
CA
1356
Crewe Advisors
Utah
$23K – – –
EWA
1357
Evolution Wealth Advisors
Florida
$23K – – –
ETC
1358
Exchange Traded Concepts
Oklahoma
$22K -$2.17K -5 -9%
SFP
1359
Sterling Financial Planning
New Jersey
$20K – – –
SWM
1360
Sugarloaf Wealth Management
Georgia
$19K +$11.3K +26 +137%
BAM
1361
Bellevue Asset Management
Washington
$18K – – –
HCP
1362
Hexagon Capital Partners
Arkansas
$18K – – –
TWM
1363
Tradition Wealth Management
Minnesota
$18K – – –
CFFP
1364
Center for Financial Planning
Michigan
$17K -$657K -1,517 -97%
KIG
1365
Kowal Investment Group
Wisconsin
$17K +$16.9K +39 New
MUMSS
1366
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17.3K +40 New
RWM
1367
Raffa Wealth Management
District of Columbia
$14K – – –
TF
1368
TimeScale Financial
Massachusetts
$14K -$433 -1 -3%
FFC
1369
First Financial Corp
Indiana
$14K – – –
ME
1370
McIlrath & Eck
Washington
$14K – – –
PMFA
1371
Plante Moran Financial Advisors
Michigan
$13K -$48.1K -111 -79%
OC
1372
Oakworth Capital
Alabama
$13K – – –
OIA
1373
Optimum Investment Advisors
Illinois
$13K – – –
TSW
1374
Thompson Siegel & Walmsley
Virginia
$13K – – –
MHR
1375
Matthew Hamilton Rosenberg
$13K +$13K +30 New
53 54
55
56 57