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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Parallel Advisors
California
$317K +$53.1K +274 +22%
SPIA
727
Steward Partners Investment Advisory
New York
$313K -$5.81K -30 -2%
CA
728
Centerpoint Advisors
Massachusetts
$313K – – –
AW
729
Alpha Windward
Massachusetts
$312K -$4.07K -21 -1%
HSA
730
HBK Sorce Advisory
Pennsylvania
$311K – – –
DY
731
Dowling & Yahnke
California
$310K +$387 +2 +0.1%
AC
732
Alexandria Capital
Virginia
$305K – – –
RSS
733
Rosenblum Silverman Sutton
California
$302K -$10.8M -55,710 -97%
SC
734
Savant Capital
Illinois
$300K +$46.5K +240 +20%
WP
735
WealthShield Partners
North Carolina
$298K +$274K +1,415 New
DA
736
Duality Advisers
Florida
$295K -$7.71M -39,830 -97%
CS
737
Comerica Securities
Michigan
$291K +$194 +1 +0.1%
SSW
738
Smith Shellnut Wilson
Mississippi
$289K +$3.49K +18 +1%
GC
739
Gilbert & Cook
Iowa
$287K -$6.39K -33 -2%
LIM
740
Leavell Investment Management
Alabama
$282K – – –
SWA
741
Stratos Wealth Advisors
Ohio
$275K – – –
SS
742
Simplicity Solutions
Minnesota
$273K -$159K -820 -39%
CCP
743
Corient Capital Partners
California
$273K +$251K +1,297 New
ARMT
744
Amica Retiree Medical Trust
Rhode Island
$272K – – –
OAM
745
Oxford Asset Management
United Kingdom
$271K +$250K +1,289 New
UB
746
UMB Bank
Missouri
$270K +$8.71K +45 +4%
ECM
747
Element Capital Management
New York
$269K +$247K +1,276 New
ACA
748
Anchor Capital Advisors
Massachusetts
$267K -$48.8K -252 -17%
RIM
749
Regent Investment Management
Kentucky
$260K – – –
SNT
750
Security National Trust
West Virginia
$255K -$9.68K -50 -4%
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30
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