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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TC
776
Trust Company
Kansas
$136K – – –
TI
777
Truehand Inc
New Hampshire
$136K +$143K +800 New
FMT
778
First Mercantile Trust
Tennessee
$124K -$31.2K -174 -19%
CFGS
779
Concourse Financial Group Securities
Alabama
$124K +$358 +2 +0.3%
GLI
780
Guardian Life Insurance
New York
$121K – – –
SSB
781
Sandy Spring Bank
Maryland
$119K – – –
EMG
782
ETF Managers Group
New Jersey
$119K +$19.5K +109 +19%
SLF
783
Sun Life Financial
Ontario, Canada
$118K +$537 +3 +0.4%
KA
784
Kaizen Advisory
Illinois
$117K +$14.7K +82 +14%
CLM
785
ClearBridge LLC (Maryland)
Maryland
$116K – – –
CAW
786
Cornerstone Advisors (Washington)
Washington
$109K +$5.55K +31 +5%
EIM
787
Essex Investment Management
Massachusetts
$108K +$113K +633 New
TL
788
TrueWealth LLC
Georgia
$106K – – –
IIM
789
Ipswich Investment Management
Massachusetts
$106K +$112K +625 New
BFEC
790
Benjamin F. Edwards & Company
Missouri
$105K +$7.88K +44 +8%
HI
791
Human Investing
Oregon
$104K +$110K +613 New
LC
792
Lindbrook Capital
California
$103K +$109K +609 New
BCP
793
Blue Chip Partners
Michigan
$102K +$358 +2 +0.3%
ASN
794
Advisory Services Network
Georgia
$101K -$3.22K -18 -3%
ZB
795
Zions Bancorporation
Utah
$99K +$67.7K +378 +186%
RE
796
RBC Europe
United Kingdom
$85K – – –
CFA
797
Carroll Financial Associates
North Carolina
$84K -$2.87K -16 -3%
SFG
798
SevenBridge Financial Group
Pennsylvania
$79K – – –
JCM
799
Jacobi Capital Management
Pennsylvania
$77K – – –
Capstone Investment Advisors
800
Capstone Investment Advisors
New York
$74K -$661K -3,691 -89%