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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$561K -$25K -180 -4%
HPIA
527
Hamilton Point Investment Advisors
North Carolina
$555K – – –
CWM
528
Cornerstone Wealth Management
Missouri
$554K +$518K +3,731 New
AIM
529
Anchor Investment Management
South Carolina
$552K +$30.5K +220 +6%
WMSA
530
Weiss Multi-Strategy Advisers
New York
$548K -$5.47M -39,428 -91%
DK
531
Darrell & King
Virginia
$547K -$48.6K -350 -9%
MCM
532
Maple Capital Management
Vermont
$544K – – –
ZIC
533
ZWJ Investment Counsel
Georgia
$540K +$41.7K +300 +9%
CYG
534
Clean Yield Group
Vermont
$538K – – –
FWCM
535
Ferguson Wellman Capital Management
Oregon
$527K – – –
AI
536
Atria Investments
North Carolina
$524K +$254K +1,830 +104%
FNBOO
537
First National Bank of Omaha
Nebraska
$511K – – –
HW
538
Hancock Whitney
Mississippi
$505K +$480K +3,460 New
RW
539
Rand Wealth
Maryland
$504K – – –
SAM
540
Silvercrest Asset Management
New York
$502K – – –
TCOV
541
Trust Company of Vermont
Vermont
$496K -$3.06K -22 -0.6%
KM
542
Kalos Management
Georgia
$488K +$17.1K +123 +4%
WI
543
Wintrust Investments
Illinois
$482K – – –
CB
544
Chemical Bank
Michigan
$482K +$106K +765 +30%
LOAME
545
Lombard Odier Asset Management (Europe)
United Kingdom
$476K – – –
ACI
546
Alpha Cubed Investments
California
$474K – – –
OPCM
547
Osborne Partners Capital Management
California
$474K – – –
LTFS
548
Ladenburg Thalmann Financial Services
Florida
$465K +$101K +726 +30%
BOS
549
Bank of Stockton
California
$463K -$13.9K -100 -3%
FA
550
FMA Advisory
Pennsylvania
$458K -$54.8K -395 -11%
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