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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
1701
Pension & Wealth Management Advisors
Massachusetts
$49.1K – – –
DIP
1702
DT Investment Partners
Pennsylvania
$47.7K – – –
IFAM
1703
Institutional & Family Asset Management
Colorado
$47.7K +$5.58K +13 +14%
MIFH
1704
Migdal Insurance & Financial Holdings
Israel
$47K +$44.6K +104 New
AIC
1705
Archer Investment Corporation
Indiana
$46.9K – – –
RTC
1706
Riverview Trust Company
Washington
$46.8K – – –
NMG
1707
New Millennium Group
Utah
$46.4K +$44.6K +104 New
CB
1708
Centennial Bank
Arkansas
$44.6K – – –
GWMI
1709
Guardian Wealth Management (Illinois)
Illinois
$44.6K – – –
RCM
1710
Rain Capital Management
Oregon
$43.6K -$429 -1 -1%
CAM
1711
Clarity Asset Management
Iowa
$42.5K +$429 +1 +1%
GWSG
1712
GPS Wealth Strategies Group
Colorado
$42.4K – – –
PP
1713
Pingora Partners
Wyoming
$42.4K – – –
RCM
1714
Raleigh Capital Management
North Carolina
$42.4K +$2.15K +5 +6%
WBC
1715
West Branch Capital
Massachusetts
$41.9K – – –
EC
1716
EdgeRock Capital
Colorado
$41.9K +$40.3K +94 New
EFP
1717
EnRich Financial Partners
Wisconsin
$41K – – –
HB
1718
Horizon Bancorp
Indiana
$41K -$10.7K -25 -22%
FFA
1719
Frazier Financial Advisors
Ohio
$40.6K +$858 +2 +2%
FGA
1720
Fortis Group Advisors
New Jersey
$40.1K – – –
CWC
1721
Carolinas Wealth Consulting
North Carolina
$40K +$429 +1 +1%
KSWA
1722
Kathleen S. Wright Associates
Pennsylvania
$38.5K +$3.43K +8 +11%
BSB
1723
Bangor Savings Bank
Maine
$38.4K -$858 -2 -2%
ACM
1724
Anfield Capital Management
California
$38.4K +$36.9K +86 New
ETC
1725
Exchange Traded Concepts
Oklahoma
$37.9K +$9.44K +22 +35%
67 68
69
70 71