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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1751
Highline Wealth Partners
California
$3.52K – – –
GWMIA
1752
Global Wealth Management Investment Advisory
Florida
$3.52K +$3.16K +8 New
BCMLT
1753
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.33K – – –
PCA
1754
Providence Capital Advisors
North Carolina
$3.08K -$2.76K -7 -50%
CCM
1755
Chilton Capital Management
Texas
$3.08K +$2.76K +7 New
AFG
1756
Albion Financial Group
Utah
$2.64K – – –
CFD
1757
Creative Financial Designs
Indiana
$2.64K – – –
IHWM
1758
Iron Horse Wealth Management
Iowa
$2.64K – – –
IGWM
1759
ICA Group Wealth Management
Colorado
$2.64K +$2.37K +6 New
RA
1760
Rise Advisors
New York
$2.24K -$395 -1 -17%
CJ
1761
Caitlin John
Michigan
$2.2K +$1.97K +5 New
FSWA
1762
Financial Synergies Wealth Advisors
Texas
$2.01K +$395 +1 +20%
TFGT
1763
TS Financial Group (TSFG)
Illinois
$2K – – –
CAM
1764
ClariVest Asset Management
California
$1.77K – – –
TAM
1765
Tucker Asset Management
Colorado
$1.76K -$2.76K -7 -64%
CWM
1766
Cedar Wealth Management
California
$1.76K – – –
IRC
1767
Investors Research Corp
Georgia
$1.76K – – –
PI
1768
PEAK6 Investments
Illinois
$1.25K -$3.28M -8,308 -100%
DWA
1769
Delos Wealth Advisors
Texas
$441 – – –
RG
1770
Retirement Group
California
$441 – – –
DWM
1771
Dogwood Wealth Management
Kansas
$28 – – –
TC
1772
TwinBeech Capital
New York
– -$35.3M -96,642 Closed
DKCM
1773
Davidson Kempner Capital Management
New York
– -$34.6M -94,684 Closed
SBH
1774
Segall Bryant & Hamill
Illinois
– -$28.8M -78,709 Closed
LCM
1775
Laurion Capital Management
New York
– -$26.1M -71,467 Closed
69 70
71
72 73