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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2101
Triumph Capital Management
Colorado
$14.7K +$13.9K +28 New
HFS
2102
Hughes Financial Services
Virginia
$14.6K – – –
MFT
2103
Moisand Fitzgerald Tamayo
Florida
$14.1K – – –
LWANC
2104
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.6K +$12.9K +26 New
WT
2105
WHI Trust
Illinois
$13.6K +$12.9K +26 New
GWSG
2106
GPS Wealth Strategies Group
Colorado
$13.1K -$36.1K -73 -74%
FIM
2107
FWL Investment Management
Texas
$13.1K -$8.91K -18 -42%
CFG
2108
Clayton Financial Group
Missouri
$12.5K +$11.9K +24 New
MCP
2109
Miller Capital Partners
Michigan
$12.5K +$11.9K +24 New
MAFA
2110
MJT & Associates Financial Advisory
Minnesota
$12K – – –
CMA
2111
Cedar Mountain Advisors
Oregon
$11.5K – – –
AIS
2112
Advocate Investing Services
Maryland
$11.5K +$10.9K +22 New
TM
2113
Torren Management
California
$11K +$10.4K +21 New
RWM
2114
RMG Wealth Management
Wisconsin
$10.7K +$9.9K +20 New
BHWM
2115
Beaird Harris Wealth Management
Texas
$10.5K – – –
EI
2116
eCIO Inc
Wisconsin
$10.5K +$9.9K +20 New
CWM
2117
Copia Wealth Management
Oregon
$9.93K – – –
AIC
2118
Archer Investment Corporation
Indiana
$9.46K -$60.9K -123 -87%
AEPWM
2119
Atlantic Edge Private Wealth Management
Florida
$9.41K – – –
CTB
2120
Country Trust Bank
Illinois
$9.41K – – –
GCM
2121
Gables Capital Management
Florida
$9.41K – – –
HWA
2122
Heritage Wealth Advisors
Virginia
$9.41K – – –
PWA
2123
Principia Wealth Advisory
Texas
$9.41K +$1.98K +4 +29%
IW
2124
Imprint Wealth
South Carolina
$9.41K +$2.47K +5 +38%
BHWM
2125
Bay Harbor Wealth Management
Maryland
$9.41K +$2.47K +5 +38%
83 84
85
86 87