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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GIS
1701
Grayhawk Investment Strategies
Alberta, Canada
$48.5K – – –
AF
1702
Arrow Financial
New York
$46.8K -$3.47K -8 -7%
PWMA
1703
Pension & Wealth Management Advisors
Massachusetts
$46.8K – – –
SIC
1704
SJS Investment Consulting
Ohio
$46.4K +$41.6K +96 +738%
DIP
1705
DT Investment Partners
Pennsylvania
$45.5K – – –
FCA
1706
FinTrust Capital Advisors
South Carolina
$44.7K – – –
AIC
1707
Archer Investment Corporation
Indiana
$44.7K – – –
FWM
1708
FSA Wealth Management
Massachusetts
$44.7K – – –
RTC
1709
Riverview Trust Company
Washington
$44.7K +$45.5K +105 New
RCM
1710
Rain Capital Management
Oregon
$43.8K +$1.73K +4 +4%
GAA
1711
Global Assets Advisory
Florida
$43.6K +$44.2K +102 New
OC
1712
Oakworth Capital
Alabama
$43K – – –
CB
1713
Centennial Bank
Arkansas
$42.5K -$14.3K -33 -25%
GWMI
1714
Guardian Wealth Management (Illinois)
Illinois
$42.5K – – –
GWSG
1715
GPS Wealth Strategies Group
Colorado
$40.4K – – –
PP
1716
Pingora Partners
Wyoming
$40.4K +$41.2K +95 New
CAM
1717
Clarity Asset Management
Iowa
$40K -$433 -1 -1%
WBC
1718
West Branch Capital
Massachusetts
$40K -$3.9K -9 -9%
IFAM
1719
Institutional & Family Asset Management
Colorado
$40K -$3.9K -9 -9%
EFP
1720
EnRich Financial Partners
Wisconsin
$39.1K +$39.9K +92 New
SL
1721
Salomon & Ludwin
Virginia
$38.7K +$39.4K +91 New
FGA
1722
Fortis Group Advisors
New Jersey
$38.3K -$39K -90 -50%
RCM
1723
Raleigh Capital Management
North Carolina
$38.3K +$23.4K +54 +150%
CWC
1724
Carolinas Wealth Consulting
North Carolina
$38.1K +$433 +1 +1%
FFA
1725
Frazier Financial Advisors
Ohio
$37.9K +$3.03K +7 +9%