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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1576
Raffa Wealth Management
District of Columbia
$24.2K +$6.52K +16 +37%
BWM
1577
Baystate Wealth Management
Massachusetts
$24K – – –
CWC
1578
Carolinas Wealth Consulting
North Carolina
$23K – – –
POIA
1579
Pin Oak Investment Advisors
Texas
$23K – – –
SIC
1580
SJS Investment Consulting
Ohio
$23K +$23.2K +57 New
SIA
1581
Sit Investment Associates
Minnesota
$22K – – –
FMP
1582
Financial Management Professionals
Texas
$21K +$18.3K +45 +643%
SC
1583
Sierra Capital
Florida
$19K +$815 +2 +4%
BA
1584
Bellwether Advisors
Nebraska
$19K +$18.3K +45 +1,500%
SQA
1585
Simon Quick Advisors
New Jersey
$18K +$815 +2 +5%
OLVIG
1586
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$17.9K +44 New
TH
1587
TCTC Holdings
Texas
$17K -$32.6K -80 -66%
TWM
1588
Tradition Wealth Management
Minnesota
$17K -$407 -1 -2%
HCP
1589
Hexagon Capital Partners
Arkansas
$17K – – –
BHWM
1590
Beaird Harris Wealth Management
Texas
$15K +$14.7K +36 New
CA
1591
Crewe Advisors
Utah
$14K – – –
TF
1592
TimeScale Financial
Massachusetts
$14K – – –
BWM
1593
BerganKDV Wealth Management
Minnesota
$14K +$6.11K +15 +75%
PP
1594
Pacifica Partners
Canada
$14K +$14.3K +35 New
OC
1595
Oakworth Capital
Alabama
$13K -$96.5K -237 -88%
FFC
1596
First Financial Corp
Indiana
$13K – – –
TSW
1597
Thompson Siegel & Walmsley
Virginia
$13K – – –
RG
1598
Retirement Group
California
$13K +$3.26K +8 +35%
OIA
1599
Optimum Investment Advisors
Illinois
$12K – – –
TCWA
1600
Ten Capital Wealth Advisors
Washington
$12K – – –
62 63
64
65 66