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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
726
NewEdge Advisors
Louisiana
$12.9K +$12.1K +87 New
WIM
727
Westside Investment Management
California
$12.2K – – –
WA
728
Winfield Associates
Ohio
$12K +$3.61K +26 +45%
BFEC
729
Benjamin F. Edwards & Company
Missouri
$11K – – –
RWA
730
Ropes Wealth Advisors
Massachusetts
$11K +$10.4K +75 New
SGAM
731
Smith Group Asset Management
Texas
$10K +$9.72K +70 New
GEA
732
Glen Eagle Advisors
New Jersey
$9.49K – – –
WA
733
WFG Advisors
Texas
$9K +$4.72K +34 +110%
WTC
734
WhitTier Trust Company
Nevada
$8K – – –
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
KTC
736
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
KF
737
Krilogy Financial
Missouri
$7K – – –
ZB
738
Zions Bancorporation
Utah
$6K -$4.72K -34 -47%
TDC
739
Thompson Davis & Co
Virginia
$6K -$2.36K -17 -29%
GRP
740
Global Retirement Partners
California
$6K – – –
OFW
741
Omnia Family Wealth
Florida
$5K – – –
WAS
742
WESPAC Advisors SoCal
California
$5K – – –
AC
743
Alexandria Capital
Virginia
$4K – – –
BWM
744
Baystate Wealth Management
Massachusetts
$4K – – –
FANJ
745
Financial Architects (New Jersey)
New Jersey
$4K – – –
TFO
746
Tarbox Family Office
California
$4K +$1.11K +8 +50%
CT
747
Clearstead Trust
Maine
$4K +$3.47K +25 New
LNB
748
Ledyard National Bank
$3K +$2.78K +20 New
MFBTD
749
MB Financial Bank - Trust Department
Illinois
$2K – – –
PHK
750
Point72 Hong Kong
Hong Kong
$2K +$1.8K +13 New
28 29
30
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