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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
726
Round Table Services
New Jersey
$318K +$11K +57 +4%
PA
727
Parallel Advisors
California
$317K +$53.1K +274 +22%
SPIA
728
Steward Partners Investment Advisory
New York
$313K -$5.81K -30 -2%
CA
729
Centerpoint Advisors
Massachusetts
$313K – – –
AW
730
Alpha Windward
Massachusetts
$312K -$4.07K -21 -1%
HSA
731
HBK Sorce Advisory
Pennsylvania
$311K – – –
DY
732
Dowling & Yahnke
California
$310K +$387 +2 +0.1%
AC
733
Alexandria Capital
Virginia
$305K – – –
RSS
734
Rosenblum Silverman Sutton
California
$302K -$10.8M -55,710 -97%
SC
735
Savant Capital
Illinois
$300K +$46.5K +240 +20%
WP
736
WealthShield Partners
North Carolina
$298K +$274K +1,415 New
DA
737
Duality Advisers
Florida
$295K -$7.71M -39,830 -97%
CS
738
Comerica Securities
Michigan
$291K +$194 +1 +0.1%
SSW
739
Smith Shellnut Wilson
Mississippi
$289K +$3.49K +18 +1%
GC
740
Gilbert & Cook
Iowa
$287K -$6.39K -33 -2%
LIM
741
Leavell Investment Management
Alabama
$282K – – –
SWA
742
Stratos Wealth Advisors
Ohio
$275K – – –
SS
743
Simplicity Solutions
Minnesota
$273K -$159K -820 -39%
CCP
744
Corient Capital Partners
California
$273K +$251K +1,297 New
ARMT
745
Amica Retiree Medical Trust
Rhode Island
$272K – – –
OAM
746
Oxford Asset Management
United Kingdom
$271K +$250K +1,289 New
UB
747
UMB Bank
Missouri
$270K +$8.71K +45 +4%
ECM
748
Element Capital Management
New York
$269K +$247K +1,276 New
ACA
749
Anchor Capital Advisors
Massachusetts
$267K -$48.8K -252 -17%
RIM
750
Regent Investment Management
Kentucky
$260K – – –
28 29
30
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