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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
801
TrueWealth LLC
Georgia
$128K – – –
KA
802
Kaizen Advisory
Illinois
$124K +$70.5K +357 +143%
BCP
803
Blue Chip Partners
Michigan
$122K – – –
CAW
804
Cornerstone Advisors (Washington)
Washington
$120K +$23.9K +121 +26%
BFEC
805
Benjamin F. Edwards & Company
Missouri
$117K – – –
ASN
806
Advisory Services Network
Georgia
$111K -$2.96K -15 -3%
CFA
807
Carroll Financial Associates
North Carolina
$106K – – –
MYIA
808
Mount Yale Investment Advisors
Colorado
$106K +$39.3K +199 +62%
FANJ
809
Financial Architects (New Jersey)
New Jersey
$102K -$2.17K -11 -2%
KCPG
810
Kavar Capital Partners Group
Kansas
$102K – – –
GBBWRPM
811
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$98K – – –
SFG
812
SevenBridge Financial Group
Pennsylvania
$95K – – –
AAP
813
Arax Advisory Partners
Colorado
$94K +$23.5K +119 +34%
PCG
814
Private Capital Group
Connecticut
$85K +$7.51K +38 +10%
ML
815
McAdam LLC
Pennsylvania
$83K -$5.14K -26 -6%
SPIA
816
Steward Partners Investment Advisory
New York
$77K -$15.4K -78 -17%
THWM
817
Taylor Hoffman Wealth Management
Virginia
$72K – – –
FC
818
Ferris Capital
Massachusetts
$67K – – –
PCP
819
Proficio Capital Partners
Massachusetts
$62K – – –
TG
820
TLP Group
Illinois
$62K +$60.1K +304 New
ARMC
821
American Research & Management Company
Massachusetts
$61K – – –
WB
822
Webster Bank
Connecticut
$57K -$117K -594 -68%
WPA
823
West Paces Advisors
Georgia
$54.6K +$988 +5 +2%
GAM
824
Gemmer Asset Management
California
$54K – – –
GWM
825
Geneos Wealth Management
Colorado
$51K – – –
31 32
33
34 35