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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2101
FWL Investment Management
Texas
$13.1K -$8.91K -18 -42%
CFG
2102
Clayton Financial Group
Missouri
$12.5K +$11.9K +24 New
MCP
2103
Miller Capital Partners
Michigan
$12.5K +$11.9K +24 New
MAFA
2104
MJT & Associates Financial Advisory
Minnesota
$12K – – –
CMA
2105
Cedar Mountain Advisors
Oregon
$11.5K – – –
AIS
2106
Advocate Investing Services
Maryland
$11.5K +$10.9K +22 New
TM
2107
Torren Management
California
$11K +$10.4K +21 New
RWM
2108
RMG Wealth Management
Wisconsin
$10.7K +$9.9K +20 New
BHWM
2109
Beaird Harris Wealth Management
Texas
$10.5K – – –
EI
2110
eCIO Inc
Wisconsin
$10.5K +$9.9K +20 New
CWM
2111
Copia Wealth Management
Oregon
$9.93K – – –
AIC
2112
Archer Investment Corporation
Indiana
$9.46K -$60.9K -123 -87%
AEPWM
2113
Atlantic Edge Private Wealth Management
Florida
$9.41K – – –
CTB
2114
Country Trust Bank
Illinois
$9.41K – – –
GCM
2115
Gables Capital Management
Florida
$9.41K – – –
HWA
2116
Heritage Wealth Advisors
Virginia
$9.41K – – –
PWA
2117
Principia Wealth Advisory
Texas
$9.41K +$1.98K +4 +29%
IW
2118
Imprint Wealth
South Carolina
$9.41K +$2.47K +5 +38%
BHWM
2119
Bay Harbor Wealth Management
Maryland
$9.41K +$2.47K +5 +38%
DPW
2120
DiNuzzo Private Wealth
Pennsylvania
$8.88K – – –
RS
2121
Rakuten Securities
Japan
$8.88K -$1.98K -4 -19%
BLC
2122
Brown, Lisle/Cummings
Rhode Island
$8.88K – – –
LFASL
2123
Lugano Financial Advisors SA (LFA)
Switzerland
$8.88K – – –
HIA
2124
HFM Investment Advisors
New Jersey
$8.36K – – –
AIP
2125
Alexis Investment Partners
Texas
$8.36K – – –
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86 87