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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
676
North American Management
Massachusetts
$332K
SFSIG
677
San Francisco Sentry Investment Group
California
$330K +$47.8K +259 +18%
MML Investors Services
678
MML Investors Services
Massachusetts
$326K -$20.7K -112 -6%
IDBONY
679
Israel Discount Bank of New York
New York
$325K
HSA
680
HBK Sorce Advisory
Pennsylvania
$323K
CG
681
Caprock Group
Idaho
$322K
GT
682
Greenleaf Trust
Michigan
$322K +$35.1K +190 +13%
AIM
683
Arcadia Investment Management
Michigan
$321K
SPC
684
Sigma Planning Corp
Michigan
$321K +$12.2K +66 +4%
CAPTRUST Financial Advisors
685
CAPTRUST Financial Advisors
North Carolina
$319K +$53.2K +288 +20%
ACA
686
Anchor Capital Advisors
Massachusetts
$318K -$33.2K -180 -10%
BFC
687
Blue Fin Capital
Rhode Island
$318K
CCM
688
Compton Capital Management
Rhode Island
$318K +$307K +1,665 New
CCB
689
Cutter & Co Brokerage
Missouri
$316K +$305K +1,655 New
WTB
690
Washington Trust Bank
Washington
$315K -$28.2K -153 -9%
NHC
691
Nicholas Hoffman & Company
Georgia
$314K +$19K +103 +7%
WP
692
WMS Partners
Maryland
$312K
DWT
693
Dorsey & Whitney Trust
South Dakota
$310K
S
694
SignatureFD
Georgia
$308K +$75.1K +407 +34%
CYG
695
Clean Yield Group
Vermont
$306K -$369K -2,000 -56%
BIC
696
Beach Investment Counsel
Pennsylvania
$306K
CS
697
Cannell & Spears
New York
$306K
CT
698
Chicago Trust
Illinois
$306K
LSAG
699
Lake Street Advisors Group
New Hampshire
$306K +$11.8K +64 +4%
II
700
Ibex Investors
Colorado
$306K +$296K +1,601 New