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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1826
Arlington Trust
Alabama
$133K – – –
AT
1827
Avalon Trust
New Mexico
$133K – – –
NC
1828
NewSquare Capital
Pennsylvania
$131K +$56.4K +113 +84%
BDPWM
1829
Barnes Dennig Private Wealth Management
Ohio
$130K +$123K +246 New
HWA
1830
HHM Wealth Advisors
Tennessee
$129K – – –
FMP
1831
Financial Management Professionals
Texas
$127K +$84.8K +170 +239%
FNWA
1832
Financial Network Wealth Advisors
Utah
$127K +$4.99K +10 +4%
YP
1833
YANKCOM Partnership
South Dakota
$127K +$4.99K +10 +4%
SOW
1834
State of Wyoming
Wyoming
$127K -$191K -382 -61%
SWA
1835
SOA Wealth Advisors
New York
$125K -$231K -462 -3%
PC
1836
Promus Capital
Illinois
$124K -$85.3K -171 -42%
TCM
1837
TD Capital Management
Tennessee
$124K +$112K +225 +2,500%
GA
1838
GoalVest Advisory
New York
$118K +$46.9K +94 +72%
HNB
1839
Hilltop National Bank
Wyoming
$118K +$112K +224 New
BWAM
1840
Boyd Watterson Asset Management
Ohio
$118K – – –
QWM
1841
Quaker Wealth Management
New Jersey
$112K +$106K +213 New
TPWA
1842
Twin Peaks Wealth Advisors
California
$112K +$99.8K +200 New
MWA
1843
Medallion Wealth Advisors
Connecticut
$112K – – –
BFPW
1844
BOK Financial Private Wealth
Colorado
$111K -$13.5K -27 -11%
SSG
1845
Summit Securities Group
New York
$111K +$105K +211 New
PP
1846
PFS Partners
New Jersey
$111K +$7.99K +16 +8%
PPA
1847
Painted Porch Advisors
California
$110K -$11K -22 -10%
FCAS
1848
First Command Advisory Services
Texas
$109K – – –
HDIM
1849
Hanson & Doremus Investment Management
Vermont
$108K – – –
MAM
1850
Meeder Asset Management
Ohio
$107K +$13K +26 +15%
72 73
74
75 76