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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
701
Synovus Financial
Georgia
$1.09M -$758K -2,521 -43%
ECM
702
Exchange Capital Management
Michigan
$1.09M -$22K -73 -2%
TCOV
703
Trust Company of Vermont
Vermont
$1.09M -$317K -1,055 -24%
IWS
704
Insight Wealth Strategies
California
$1.06M +$182K +605 +23%
LBD
705
Landsberg Bennett & Dubbaneh
Florida
$1.06M +$991K +3,295 New
CWM
706
Confluence Wealth Management
Oregon
$1.06M +$233K +775 +32%
BFA
707
Brendel Financial Advisors
New Hampshire
$1.06M -$902 -3 -0.1%
GFPC
708
Global Financial Private Client
Florida
$1.04M +$57.4K +191 +7%
IWC
709
Integrated Wealth Concepts
Massachusetts
$1.04M +$128K +427 +16%
GIA
710
Granite Investment Advisors
New Hampshire
$1.03M -$2.58M -8,569 -73%
AAS
711
Avantax Advisory Services
Texas
$1.02M -$265K -881 -22%
WP
712
WMS Partners
Maryland
$1M -$88.4K -294 -9%
CGL
713
Clarius Group LLC
Washington
$1M +$124K +412 +16%
EB
714
Eastern Bank
Massachusetts
$998K – – –
WP
715
WealthSource Partners
California
$996K -$30.1K -100 -3%
GCC
716
Guardian Capital (Canada)
Ontario, Canada
$995K +$352K +1,170 +63%
PAS
717
Park Avenue Securities
New York
$989K +$84.5K +281 +10%
PL
718
Polianta Ltd
Jersey
$988K +$902K +3,000 New
AT
719
Arden Trust
Delaware
$984K -$15K -50 -2%
SW
720
SVB Wealth
Massachusetts
$984K +$17.7K +59 +2%
TNB
721
TCF National Bank
South Dakota
$976K +$118K +394 +10%
OPPTF
722
OPSEU Pension Plan Trust Fund
Ontario, Canada
$954K -$553K -1,839 -38%
OC
723
Oakmont Corp
California
$948K – – –
NO
724
Ninety One
South Africa
$937K -$9.02K -30 -1%
DWM
725
Doyle Wealth Management
Florida
$937K – – –
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