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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
1851
Pension & Wealth Management Advisors
Massachusetts
$105K +$30.9K +62 +46%
RA
1852
Rise Advisors
New York
$103K +$3.49K +7 +4%
ETC
1853
Exchange Traded Concepts
Oklahoma
$102K -$26K -52 -21%
AP
1854
Atwood & Palmer
Missouri
$102K – – –
ADL
1855
Asset Dedication LLC
California
$100K +$8.48K +17 +10%
BCP
1856
BSN Capital Partners
United Kingdom
$99.8K +$96.8K +194 New
WA
1857
Whipplewood Advisors
Colorado
$99.1K +$2.99K +6 +3%
MCM
1858
MV Capital Management
Maryland
$96.5K -$4.49K -9 -5%
WSCM
1859
Wellington Shields Capital Management
New York
$95.4K – – –
VC
1860
Vestor Capital
Illinois
$94K -$13.9M -27,936 -98%
AWM
1861
Accredited Wealth Management
Kentucky
$92.3K – – –
MWM
1862
Mascoma Wealth Management
New Hampshire
$91.7K – – –
AA
1863
Ancora Advisors
Ohio
$91.4K -$499 -1 -0.6%
GSWM
1864
Golden State Wealth Management
California
$89.8K +$36.4K +73 +75%
JGIA
1865
Jackson Grant Investment Advisers
Connecticut
$88.6K – – –
HIMS
1866
Hager Investment Management Services
New Hampshire
$86.5K -$4.99K -10 -6%
CNBTD
1867
Citizens National Bank Trust Department
Mississippi
$84.9K +$62.9K +126 +360%
VFM
1868
Vision Financial Markets
Connecticut
$82.3K – – –
MA
1869
MCF Advisors
Kentucky
$82.1K +$17K +34 +28%
HFM
1870
Harvest Fund Management
China
$81K -$215K -431 -74%
TWD
1871
True Wealth Design
Ohio
$79.7K +$69.4K +139 +1,158%
AFG
1872
Albion Financial Group
Utah
$79.1K – – –
CYG
1873
Clean Yield Group
Vermont
$77K – – –
ITIM
1874
Indiana Trust & Investment Management
Indiana
$76.5K – – –
JWA
1875
JFS Wealth Advisors
Pennsylvania
$75.9K -$4.49K -9 -6%
73 74
75
76 77