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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
501
Ferguson Wellman Capital Management
Oregon
$472K – – –
CYG
502
Clean Yield Group
Vermont
$471K -$74.6K -600 -14%
JIM
503
Jupiter Investment Management
United Kingdom
$470K +$448K +3,600 New
BTS
504
BB&T Securities
Virginia
$466K +$241K +1,939 +119%
AIM
505
Anchor Investment Management
South Carolina
$465K -$6.22K -50 -1%
FA
506
FMA Advisory
Pennsylvania
$462K +$439K +3,533 New
FNBOO
507
First National Bank of Omaha
Nebraska
$458K -$6.22K -50 -1%
GIA
508
Guyasuta Investment Advisors
Pennsylvania
$452K – – –
RW
509
Rand Wealth
Maryland
$451K -$88.5K -712 -17%
SAM
510
Silvercrest Asset Management
New York
$450K – – –
TCOV
511
Trust Company of Vermont
Vermont
$448K +$26.1K +210 +7%
ZIC
512
ZWJ Investment Counsel
Georgia
$445K +$423K +3,400 New
PAM
513
Princeton Alpha Management
New Jersey
$435K -$647K -5,204 -61%
CAM
514
CGOV Asset Management
Ontario, Canada
$435K – – –
CCA
515
Checchi Capital Advisers
California
$432K -$33.9K -273 -8%
BCM
516
Bayesian Capital Management
New York
$431K +$410K +3,300 New
WI
517
Wintrust Investments
Illinois
$431K +$410K +3,300 New
BOS
518
Bank of Stockton
California
$428K -$15.5K -125 -4%
LOAME
519
Lombard Odier Asset Management (Europe)
United Kingdom
$426K -$67.3K -541 -14%
ACI
520
Alpha Cubed Investments
California
$425K – – –
OPCM
521
Osborne Partners Capital Management
California
$425K – – –
KM
522
Kalos Management
Georgia
$421K +$123K +987 +44%
VKH
523
Virtu KCG Holdings
New York
$417K -$3.82M -30,747 -91%
N
524
Natixis
France
$408K -$2.4M -19,280 -86%
FCI
525
Financial Counselors Inc
Kansas
$391K +$372K +2,990 New
19 20
21
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