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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
751
Global Financial Private Client
Florida
$956K -$171K -484 -16%
TWI
752
Thomas White International
Illinois
$953K – – –
WIA
753
Wealthstreet Investment Advisors
Texas
$953K +$15.5K +44 +2%
SP
754
Symmetry Partners
Connecticut
$951K +$930K +2,637 New
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$943K +$21.2K +60 +2%
FA
756
FDx Advisors
Illinois
$934K +$7.76K +22 +0.9%
PTP
757
Platform Technology Partners
New York
$933K +$4.23K +12 +0.5%
CC
758
Chicago Capital
Illinois
$926K – – –
HR
759
Howe & Rusling
New York
$916K -$15.9K -45 -2%
APA
760
American Portfolios Advisors
New York
$914K +$151K +428 +20%
AF
761
Advisornet Financial
Minnesota
$909K -$49K -139 -5%
WB
762
WesBanco Bank
West Virginia
$907K -$28.2K -80 -3%
VAS
763
Vestmark Advisory Solutions
Massachusetts
$894K +$132K +374 +18%
LS
764
Livforsakringsbolaget Skandia
Sweden
$890K -$70.6K -200 -7%
WEC
765
Winslow Evans & Crocker
Massachusetts
$887K – – –
CG
766
Caprock Group
Idaho
$887K +$72.7K +206 +9%
IC
767
IEQ Capital
California
$885K +$55.7K +158 +7%
PP
768
Paloma Partners
Connecticut
$884K -$6.18M -17,512 -88%
NFG
769
Nations Financial Group
Iowa
$881K +$862K +2,442 New
CI
770
Cavalier Investments
Georgia
$879K -$504K -1,429 -37%
TAM
771
Trillium Asset Management
Massachusetts
$878K +$3.17K +9 +0.4%
JLBC
772
J.L. Bainbridge & Co
Florida
$873K +$706 +2 +0.1%
FA
773
FMA Advisory
Pennsylvania
$872K -$9.88K -28 -1%
RT
774
Rockland Trust
Massachusetts
$866K +$25.8K +73 +3%
PA
775
Parallel Advisors
California
$862K -$73.4K -208 -8%
29 30
31
32 33