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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1476
Carolinas Wealth Consulting
North Carolina
$21.1K +$2.64K +8 +15%
AIC
1477
Ayalon Insurance Company
Israel
$21K – – –
TC
1478
Tacita Capital
Ontario, Canada
$21K – – –
SIA
1479
Sit Investment Associates
Minnesota
$21K +$3.3K +10 +19%
HH
1480
HWG Holdings
Texas
$20K -$659 -2 -3%
BWM
1481
Baystate Wealth Management
Massachusetts
$20K – – –
FMP
1482
Financial Management Professionals
Texas
$20K – – –
RWM
1483
Raffa Wealth Management
District of Columbia
$19.8K – – –
PP
1484
Pacifica Partners
Canada
$18.2K – – –
AA
1485
Addison Advisors
Vermont
$17.1K -$330 -1 -2%
KTC
1486
Kistler-Tiffany Companies
Pennsylvania
$16.7K – – –
OC
1487
Oakworth Capital
Alabama
$16.4K -$1.65K -5 -9%
HCP
1488
Hexagon Capital Partners
Arkansas
$15.7K +$659 +2 +4%
LFG
1489
Larson Financial Group
Missouri
$15.5K +$2.31K +7 +18%
PO
1490
Private Ocean
California
$15.4K +$13.8K +42 +1,050%
GWM
1491
Geneos Wealth Management
Colorado
$14.8K -$24.4K -74 -63%
OLVIG
1492
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K – – –
FA
1493
Fiduciary Alliance
South Carolina
$13.7K +$13.5K +41 New
TH
1494
TCTC Holdings
Texas
$13.7K – – –
RTC
1495
Riverview Trust Company
Washington
$13K -$98.6K -299 -89%
PP
1496
PrairieView Partners
Minnesota
$13K – – –
RA
1497
Rise Advisors
New York
$12.7K -$57.4K -174 -82%
DIP
1498
DT Investment Partners
Pennsylvania
$12.1K – – –
BWM
1499
BerganKDV Wealth Management
Minnesota
$11.8K – – –
BFPW
1500
BOK Financial Private Wealth
Colorado
$11.7K – – –
58 59
60
61 62