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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1651
West Branch Capital
Massachusetts
$45.4K +$3.55K +9 +10%
OC
1652
Oakworth Capital
Alabama
$44.5K +$9.47K +24 +31%
GWMI
1653
Guardian Wealth Management (Illinois)
Illinois
$43.9K – – –
RCM
1654
Rain Capital Management
Oregon
$43.6K +$1.18K +3 +3%
EC
1655
EdgeRock Capital
Colorado
$43.1K +$37.5K +95 New
FFO
1656
Fortitude Family Office
Arizona
$42.7K +$38.3K +97 New
GG
1657
Greenwood Gearhart
Arkansas
$42.3K +$37.9K +96 New
GWSG
1658
GPS Wealth Strategies Group
Colorado
$41.8K – – –
CAM
1659
Clarity Asset Management
Iowa
$41.8K +$37.5K +95 New
CWC
1660
Carolinas Wealth Consulting
North Carolina
$38.9K +$5.92K +15 +21%
BSB
1661
Bangor Savings Bank
Maine
$38.8K -$9.87K -25 -22%
MA
1662
MCF Advisors
Kentucky
$38.3K +$20.1K +51 +142%
HH
1663
HWG Holdings
Texas
$37.4K – – –
PIM
1664
Plato Investment Management
Australia
$37.4K +$33.5K +85 New
BWM
1665
Baystate Wealth Management
Massachusetts
$36.2K +$8.29K +21 +34%
FFA
1666
Frazier Financial Advisors
Ohio
$36.1K +$32.4K +82 New
SOW
1667
State of Wyoming
Wyoming
$33.9K – – –
AP
1668
Aspect Partners
Virginia
$33.9K +$30.4K +77 New
LFASL
1669
Lugano Financial Advisors SA (LFA)
Switzerland
$33K +$19.7K +50 +200%
KSWA
1670
Kathleen S. Wright Associates
Pennsylvania
$31.6K +$789 +2 +3%
HGA
1671
Hobbs Group Advisors
South Carolina
$30.8K +$27.6K +70 New
LFG
1672
Larson Financial Group
Missouri
$28.4K +$3.16K +8 +14%
OLVIG
1673
Oliver Lagore Vanvalin Investment Group
Michigan
$28.2K +$9.87K +25 +64%
WTG
1674
West Tower Group
Virginia
$27.8K -$97.1K -246 -80%
WTA
1675
Washington Trust Advisors
Massachusetts
$27K – – –
65 66
67
68 69