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S&P Global
SPGI

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