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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1601
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.66K – – –
DWMG
1602
DB Wealth Management Group
California
$3.61K – – –
TLCM
1603
Twin Lakes Capital Management
California
$3.29K – – –
WWM
1604
Wolff Wiese Magana
California
$3.21K – – –
HWP
1605
Highline Wealth Partners
California
$3.21K – – –
HBW
1606
Hazlett, Burt & Watson
West Virginia
$3K +$2.92K +8 New
BWS
1607
Buck Wealth Strategies
Colorado
$2.88K – – –
AP
1608
Atwood & Palmer
Missouri
$2.81K +$2.56K +7 New
PCA
1609
Providence Capital Advisors
North Carolina
$2.81K -$1.46K -4 -36%
AFG
1610
Albion Financial Group
Utah
$2.41K +$2.19K +6 New
IGWM
1611
ICA Group Wealth Management
Colorado
$2.4K – – –
IHWM
1612
Iron Horse Wealth Management
Iowa
$2.4K – – –
MTIC
1613
Missouri Trust & Investment Company
Missouri
$2.4K – – –
FSWA
1614
Financial Synergies Wealth Advisors
Texas
$2K -$365 -1 -17%
SF
1615
Safeguard Financial
Wisconsin
$2K +$2.19K +6 New
2L
1616
25 LLC
Missouri
$1.65K +$731 +2 +100%
CWM
1617
Cedar Wealth Management
California
$1.6K – – –
DWA
1618
Delos Wealth Advisors
Texas
$401 – – –
RG
1619
Retirement Group
California
$401 – – –
CSS
1620
Cubist Systematic Strategies
Connecticut
– -$53.2M -145,639 Closed
JMPWA
1621
JP Morgan Private Wealth Advisors
California
– -$27.2M -79,025 Closed
IG
1622
ING Group
Netherlands
– -$24.4M -70,689 Closed
DKCM
1623
Davidson Kempner Capital Management
New York
– -$23.8M -68,891 Closed
HF
1624
HRT Financial
New York
– -$19.7M -57,186 Closed
IGM
1625
Incline Global Management
New York
– -$18.2M -52,860 Closed
63 64
65
66 67