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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
701
IHT Wealth Management
Illinois
$36K – – –
FPFS
702
First Personal Financial Services
North Carolina
$33K – – –
HFM
703
Harvest Fund Management
China
$32K +$30.4K +219 New
TRCT
704
Tower Research Capital (TRC)
New York
$32K +$30.5K +220 New
JCM
705
Jacobi Capital Management
Pennsylvania
$30K – – –
CG
706
Cutler Group
California
$29K -$173K -1,243 -86%
BGIM
707
Brandywine Global Investment Management
Pennsylvania
$29K – – –
FHA
708
First Horizon Advisors
Tennessee
$29K – – –
NSIM
709
North Star Investment Management
Illinois
$29K – – –
IIC
710
Integrated Investment Consultants
Michigan
$29K +$28K +202 New
PMFA
711
Plante Moran Financial Advisors
Michigan
$27K – – –
PFBT
712
Parkside Financial Bank & Trust
Missouri
$27K +$9.72K +70 +60%
FC
713
Ferris Capital
Massachusetts
$27K +$25.5K +184 New
AIM
714
Advantage Investment Management
Iowa
$24K – – –
QAM
715
QCI Asset Management
New York
$22K – – –
PFGIA
716
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
VIA
717
Vantage Investment Advisors
Pennsylvania
$20K – – –
BAM
718
Barrett Asset Management
New York
$18K – – –
SFSIG
719
San Francisco Sentry Investment Group
California
$18K +$17.4K +125 New
SPIA
720
Steward Partners Investment Advisory
New York
$17K – – –
EFSCE
721
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$13.6K -98 -49%
GWM
722
Geneos Wealth Management
Colorado
$15K – – –
NFG
723
Next Financial Group
Texas
$15K – – –
M
724
MOTCO
Texas
$14K +$13.6K +98 New
FDCDDQ
725
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K – – –
27 28
29
30 31