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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
501
Clean Yield Group
Vermont
$471K -$74.6K -600 -14%
JIM
502
Jupiter Investment Management
United Kingdom
$470K +$448K +3,600 New
BTS
503
BB&T Securities
Virginia
$466K +$241K +1,939 +119%
AIM
504
Anchor Investment Management
South Carolina
$465K -$6.22K -50 -1%
FA
505
FMA Advisory
Pennsylvania
$462K +$439K +3,533 New
FNBOO
506
First National Bank of Omaha
Nebraska
$458K -$6.22K -50 -1%
GIA
507
Guyasuta Investment Advisors
Pennsylvania
$452K – – –
RW
508
Rand Wealth
Maryland
$451K -$88.5K -712 -17%
SAM
509
Silvercrest Asset Management
New York
$450K – – –
TCOV
510
Trust Company of Vermont
Vermont
$448K +$26.1K +210 +7%
ZIC
511
ZWJ Investment Counsel
Georgia
$445K +$423K +3,400 New
PAM
512
Princeton Alpha Management
New Jersey
$435K -$647K -5,204 -61%
CAM
513
CGOV Asset Management
Ontario, Canada
$435K – – –
CCA
514
Checchi Capital Advisers
California
$432K -$33.9K -273 -8%
BCM
515
Bayesian Capital Management
New York
$431K +$410K +3,300 New
WI
516
Wintrust Investments
Illinois
$431K +$410K +3,300 New
BOS
517
Bank of Stockton
California
$428K -$15.5K -125 -4%
LOAME
518
Lombard Odier Asset Management (Europe)
United Kingdom
$426K -$67.3K -541 -14%
ACI
519
Alpha Cubed Investments
California
$425K – – –
OPCM
520
Osborne Partners Capital Management
California
$425K – – –
KM
521
Kalos Management
Georgia
$421K +$123K +987 +44%
VKH
522
Virtu KCG Holdings
New York
$417K -$3.82M -30,747 -91%
N
523
Natixis
France
$408K -$2.4M -19,280 -86%
FCI
524
Financial Counselors Inc
Kansas
$391K +$372K +2,990 New
MRCM
525
M&R Capital Management
New Jersey
$389K – – –
19 20
21
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