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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
701
Snowden Capital Advisors
New York
$298K +$288K +1,562 New
SYBT
702
Stock Yards Bank & Trust
Kentucky
$297K – – –
FWM
703
Frontier Wealth Management
Missouri
$296K +$286K +1,550 New
CA
704
Centerpoint Advisors
Massachusetts
$293K -$12K -65 -4%
CAM
705
Congress Asset Management
Massachusetts
$291K – – –
PVWM
706
Point View Wealth Management
New Jersey
$290K – – –
HCMT
707
Highland Capital Management (Texas)
Texas
$287K -$8.03M -43,500 -97%
UC
708
Unio Capital
New Jersey
$287K – – –
WP
709
WealthShield Partners
North Carolina
$283K +$12.6K +68 +5%
SNT
710
Security National Trust
West Virginia
$280K -$76.8K -416 -22%
DY
711
Dowling & Yahnke
California
$280K – – –
FSA
712
Franklin Street Advisors
North Carolina
$280K – – –
WT
713
Whittier Trust
California
$279K – – –
CL
714
CPWM LLC
Washington
$279K +$269K +1,459 New
AC
715
Alexandria Capital
Virginia
$277K -$36.9K -200 -12%
EDRH
716
Edmond de Rothschild Holding
Switzerland
$276K -$467K -2,531 -64%
QCG
717
Quadrant Capital Group
Ohio
$274K +$4.8K +26 +2%
CA
718
Calton & Associates
Florida
$268K +$34.3K +186 +15%
SPWA
719
SteelBridge Private Wealth Advisors
Florida
$267K – – –
SSW
720
Smith Shellnut Wilson
Mississippi
$263K -$78.4K -425 -24%
NP
721
Ninepoint Partners
Ontario, Canada
$260K -$107K -580 -30%
GC
722
Gilbert & Cook
Iowa
$258K +$249K +1,350 New
LIM
723
Leavell Investment Management
Alabama
$256K – – –
CAN
724
Cetera Advisor Networks
California
$256K +$246K +1,334 New
HB
725
Homrich & Berg
Georgia
$255K +$22.1K +120 +10%
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