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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
776
Philadelphia Trust Company
Pennsylvania
$509K +$156K +600 +47%
PV
777
Private Vista
Illinois
$505K -$11.7K -45 -2%
ISL
778
Ingalls & Snyder LLC
New York
$505K – – –
APA
779
American Portfolios Advisors
New York
$505K -$182K -699 -27%
PA
780
Parallel Advisors
California
$503K +$16.1K +62 +3%
S
781
SignatureFD
Georgia
$501K +$15.6K +60 +3%
GAM
782
Griffin Asset Management
New York
$499K – – –
PT
783
Plimoth Trust
Massachusetts
$496K -$92.2K -355 -16%
AS
784
Altshuler Shaham
Israel
$495K +$203K +781 +76%
HFM
785
Harvest Fund Management
China
$493K +$36.1K +139 +10%
SWA
786
Sutton Wealth Advisors
Florida
$492K – – –
MPW
787
Monterey Private Wealth
California
$492K +$468K +1,800 New
WPC
788
Waters Parkerson & Co
Louisiana
$491K – – –
GCC
789
Guardian Capital (Canada)
Ontario, Canada
$489K +$42.9K +165 +10%
OPCM
790
Osborne Partners Capital Management
California
$486K -$26K -100 -5%
WIS
791
Wright Investors Service
Connecticut
$485K +$462K +1,777 New
SPC
792
Sigma Planning Corp
Michigan
$483K -$216K -832 -32%
AMCA
793
Arthur M. Cohen & Associates
Illinois
$482K -$456K -1,754 -50%
BOS
794
Bank of Stockton
California
$480K – – –
NP
795
Ninepoint Partners
Ontario, Canada
$480K – – –
SCM
796
Shelton Capital Management
Colorado
$475K -$72.7K -280 -14%
CFFP
797
Center for Financial Planning
Michigan
$472K +$449K +1,729 New
BG
798
Bellevue Group
Switzerland
$464K – – –
EH
799
Employers Holdings
Nevada
$464K – – –
HCMT
800
Highland Capital Management (Tennessee)
Tennessee
$464K – – –
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