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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
1551
Guardian Wealth Management (Illinois)
Illinois
$41K – – –
AF
1552
Arrow Financial
New York
$41K +$40.7K +100 New
CWP
1553
Concord Wealth Partners
Virginia
$40K -$4.89K -12 -11%
WBC
1554
West Branch Capital
Massachusetts
$39K +$5.7K +14 +18%
MHR
1555
Matthew Hamilton Rosenberg
$39K +$26.1K +64 +213%
DCM
1556
Disciplina Capital Management
Tennessee
$37K +$2.44K +6 +7%
SC
1557
Seldon Capital
California
$36K – – –
AW
1558
Avion Wealth
Texas
$36K +$35.4K +87 New
AWA
1559
Artemis Wealth Advisors
New York
$35.6K +$407 +1 +1%
MWM
1560
Mascoma Wealth Management
New Hampshire
$34K +$34.2K +84 New
SGAM
1561
Smith Group Asset Management
Texas
$33K -$1.63K -4 -5%
KSWA
1562
Kathleen S. Wright Associates
Pennsylvania
$33K – – –
PFGIA
1563
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$4.07K -10 -11%
CH
1564
Canton Hathaway
Rhode Island
$32K – – –
CCA
1565
Column Capital Advisors
Indiana
$32K +$31.4K +77 +7,700%
ARMC
1566
American Research & Management Company
Massachusetts
$31K – – –
AA
1567
Addison Advisors
Vermont
$29K +$21.2K +52 +274%
SPWG
1568
Sage Private Wealth Group
Illinois
$29K +$24.4K +60 +1%
RCM
1569
Rain Capital Management
Oregon
$28K +$1.22K +3 +5%
FMTCOCP
1570
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K – – –
PP
1571
PrairieView Partners
Minnesota
$26K -$70.5K -173 -73%
TC
1572
Tacita Capital
Ontario, Canada
$26K – – –
AIC
1573
Ayalon Insurance Company
Israel
$25K – – –
DHGWA
1574
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K – – –
WWM
1575
Wolff Wiese Magana
California
$25K +$25.3K +62 New
61 62
63
64 65