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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
751
Ninepoint Partners
Ontario, Canada
$431K +$439K +1,758 New
HI
752
Horizon Investments
North Carolina
$430K -$415K -1,662 -49%
NFG
753
Next Financial Group
Texas
$429K +$413K +1,653 +1,653%
C
754
Cerebellum
California
$425K +$37.2K +149 +9%
EH
755
Employers Holdings
Nevada
$416K – – –
HCMT
756
Highland Capital Management (Tennessee)
Tennessee
$416K – – –
BG
757
Bellevue Group
Switzerland
$416K +$39K +156 +10%
ST
758
Spinnaker Trust
Maine
$414K +$44K +176 +12%
AIM
759
Arcadia Investment Management
Michigan
$412K – – –
WCM
760
WealthBridge Capital Management
Ohio
$409K +$417K +1,668 New
ST
761
Smithfield Trust
Pennsylvania
$407K – – –
DBRC
762
D.B. Root & Company
Pennsylvania
$406K -$36K -144 -8%
CL
763
CPWM LLC
Washington
$401K +$7.25K +29 +2%
GCC
764
Guardian Capital (Canada)
Ontario, Canada
$398K -$58.7K -235 -13%
CS
765
Comerica Securities
Michigan
$398K -$11K -44 -3%
BIC
766
Beach Investment Counsel
Pennsylvania
$392K – – –
CS
767
Cannell & Spears
New York
$392K – – –
NHC
768
Nicholas Hoffman & Company
Georgia
$390K -$31.2K -125 -7%
NAM
769
North American Management
Massachusetts
$389K – – –
GFP
770
Gryphon Financial Partners
Ohio
$386K -$34.5K -138 -8%
CAN
771
Cetera Advisor Networks
California
$384K -$15.7K -63 -4%
SYBT
772
Stock Yards Bank & Trust
Kentucky
$380K – – –
PVWM
773
Point View Wealth Management
New Jersey
$377K – – –
BS
774
Bessemer Securities
New York
$374K +$381K +1,525 New
VWM
775
Venturi Wealth Management
Texas
$373K -$82.5K -330 -18%
29 30
31
32 33