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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2051
Gables Capital Management
Florida
$7.66K – – –
CFG
2052
Clayton Financial Group
Missouri
$7.23K -$3.25K -7 -29%
MWM
2053
Magnolia Wealth Management
Alabama
$7.23K +$7.89K +17 New
VWM
2054
Vermillion Wealth Management
Minnesota
$7.23K +$7.89K +17 New
CC
2055
Corsicana & Co
Texas
$7.11K – – –
DPW
2056
DiNuzzo Private Wealth
Pennsylvania
$6.81K -$464 -1 -6%
TVWM
2057
Tower View Wealth Management
Wisconsin
$6.81K +$7.43K +16 New
HIA
2058
HFM Investment Advisors
New Jersey
$6.8K – – –
PP
2059
Pacifica Partners
Canada
$6.8K – – –
CWP
2060
Clark Wealth Partners
Illinois
$6.38K – – –
JFA
2061
JNBA Financial Advisors
Minnesota
$6.38K +$6.96K +15 New
FPB
2062
First PREMIER Bank
South Dakota
$6K – – –
OSNBOA
2063
Old Second National Bank of Aurora
Illinois
$5.96K – – –
SN
2064
Sittner & Nelson
Oregon
$5.96K – – –
BH
2065
Burk Holdings
Oklahoma
$5.96K +$6.5K +14 New
CIAS
2066
CBIZ Investment Advisory Services
Ohio
$5.53K -$39.5K -85 -87%
PWA
2067
Principia Wealth Advisory
Texas
$5.53K -$2.32K -5 -28%
SHIM
2068
Stone House Investment Management
Pennsylvania
$5.53K +$1.86K +4 +44%
T
2069
Transce3nd
Texas
$5.53K +$6.04K +13 New
FRA
2070
Front Row Advisors
California
$5.1K – – –
NEWAS
2071
N.E.W. Advisory Services
Wisconsin
$5.1K – – –
HFM
2072
Harvest Fund Management
China
$5K – – –
IAS
2073
IMA Advisory Services
Colorado
$4.68K +$3.71K +8 +267%
WAU
2074
Wellington-Altus USA
Manitoba, Canada
$4.48K -$50.6K -109 -91%
DWA
2075
Delos Wealth Advisors
Texas
$4.25K – – –
81 82
83
84 85