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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
701
American Research & Management Company
Massachusetts
$47K – – –
FFC
702
First Financial Corp
Indiana
$47K – – –
ST
703
Smithfield Trust
Pennsylvania
$46K +$6.08K +40 +16%
CAW
704
Cornerstone Advisors (Washington)
Washington
$45K -$27.7K -182 -39%
GAM
705
Gemmer Asset Management
California
$42K – – –
WPA
706
West Paces Advisors
Georgia
$41.1K – – –
PCP
707
Proficio Capital Partners
Massachusetts
$40K – – –
TWA
708
TCI Wealth Advisors
Arizona
$36K -$7.14K -47 -17%
FPFS
709
First Personal Financial Services
North Carolina
$35K – – –
HFM
710
Harvest Fund Management
China
$34K – – –
JCM
711
Jacobi Capital Management
Pennsylvania
$32K – – –
GBT
712
Grove Bank & Trust
Florida
$32K +$17.5K +115 +129%
BGIM
713
Brandywine Global Investment Management
Pennsylvania
$31K – – –
PMFA
714
Plante Moran Financial Advisors
Michigan
$29K – – –
ZB
715
Zions Bancorporation
Utah
$27K +$20.2K +133 +350%
PFBT
716
Parkside Financial Bank & Trust
Missouri
$26K -$2.13K -14 -8%
AIM
717
Advantage Investment Management
Iowa
$25K +$152 +1 +0.6%
TF
718
Tompkins Financial
New York
$25K +$24.3K +160 New
GT
719
Greenleaf Trust
Michigan
$25K +$24.8K +163 New
QAM
720
QCI Asset Management
New York
$23K – – –
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
VIA
722
Vantage Investment Advisors
Pennsylvania
$22K – – –
BAM
723
Barrett Asset Management
New York
$20K – – –
SPIA
724
Steward Partners Investment Advisory
New York
$18K – – –
TG
725
TLP Group
Illinois
$18K +$17.9K +118 New
27 28
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