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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$15K +$2.64K +22 +22%
FPFS
602
First Personal Financial Services
North Carolina
$14K -$3.12K -26 -19%
NFG
603
Next Financial Group
Texas
$13K – – –
BGIM
604
Brandywine Global Investment Management
Pennsylvania
$13K +$11.5K +96 New
SAM
605
Solaris Asset Management
New York
$13K +$12.3K +102 New
FANJ
606
Financial Architects (New Jersey)
New Jersey
$12K -$16.6K -138 -60%
CS
607
Credential Securities
$11K +$9.61K +80 +1,143%
MWM
608
MinichMacGregor Wealth Management
New York
$10K – – –
WA
609
WealthTrust-Arizona
Arizona
$10K – – –
PRS
610
Pinkerton Retirement Specialists
Idaho
$8K – – –
WTC
611
WhitTier Trust Company
Nevada
$7K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
M
613
MOTCO
Texas
$6K +$5.64K +47 New
KF
614
Krilogy Financial
Missouri
$6K +$6K +50 New
WAS
615
WESPAC Advisors SoCal
California
$5.06K – – –
BCI
616
Brinker Capital Investments
Pennsylvania
$5K +$4.44K +37 New
EDRH
617
Edmond de Rothschild Holding
Switzerland
$5K +$5.04K +42 New
EDRPMB
618
Edmond de Rothschild Private Merchant Banking
United Kingdom
$5K +$5.04K +42 New
CBT
619
Central Bank & Trust
Kentucky
$5K +$5.17K +43 New
WA
620
WFG Advisors
Texas
$4K – – –
TDC
621
Thompson Davis & Co
Virginia
$4K +$4.2K +35 New
ZB
622
Zions Bancorporation
Utah
$3K – – –
TFO
623
Tarbox Family Office
California
$3K +$841 +7 +44%
KT
624
Kanaly Trust
Texas
$3K +$3.12K +26 New
RWM
625
Raffa Wealth Management
District of Columbia
$1.01K – – –
23 24
25
26 27