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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1926
West Branch Capital
Massachusetts
$48.3K -$2.56K -5 -5%
GWSG
1927
GPS Wealth Strategies Group
Colorado
$48.3K – – –
PP
1928
Pingora Partners
Wyoming
$48.3K – – –
CWC
1929
Carolinas Wealth Consulting
North Carolina
$47.1K +$511 +1 +1%
FGA
1930
Fortis Group Advisors
New Jersey
$45.7K – – –
CI
1931
Clal Insurance
Israel
$45K +$34.7K +68 +340%
LC
1932
Lavaca Capital
Texas
$44.2K – – –
ME
1933
McIlrath & Eck
Washington
$44.2K – – –
OAJ
1934
Ogorek Anthony Joseph
New York
$44K +$45K +88 New
DF
1935
Dunhill Financial
United Kingdom
$40.8K -$3.07K -6 -7%
RI
1936
Ridgewood Investments
New Jersey
$40.6K – – –
GEA
1937
Glen Eagle Advisors
New Jersey
$38.1K -$27.6K -54 -42%
BTD
1938
BankPlus Trust Department
Mississippi
$37.6K -$3.58K -7 -9%
AP
1939
Aspect Partners
Virginia
$37.1K -$511 -1 -1%
SIS
1940
Sound Income Strategies
Florida
$36.5K – – –
FMP
1941
Financial Management Professionals
Texas
$36.1K -$2.04K -4 -5%
RMC
1942
Resources Management Corp
Connecticut
$36K – – –
AWM
1943
Abound Wealth Management
Tennessee
$35.7K – – –
HBW
1944
Hazlett, Burt & Watson
West Virginia
$35K – – –
NWM
1945
Nova Wealth Management
Florida
$34.6K +$9.2K +18 +36%
AWM
1946
Activest Wealth Management
Florida
$34K +$33.2K +65 +3,250%
ABWM
1947
Alpine Bank Wealth Management
Colorado
$33K +$33.2K +65 New
LWANC
1948
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K +$511 +1 +2%
AAG
1949
Armstrong Advisory Group
Massachusetts
$32.4K – – –
PSFG
1950
Park Square Financial Group
Georgia
$32K -$58.8K -115 -65%
76 77
78
79 80