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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
801
Financial Architects (New Jersey)
New Jersey
$74K -$10.4K -58 -12%
NSG
802
Nalls Sherbakoff Group
Tennessee
$68K +$71.7K +400 New
NIT
803
NumerixS Investment Technologies
British Columbia, Canada
$67K -$838K -4,676 -92%
AIA
804
Alera Investment Advisors
Illinois
$64K +$67.2K +375 New
PCG
805
Private Capital Group
Connecticut
$62K -$10K -56 -13%
JA
806
JOYN Advisors
Georgia
$62K +$53.9K +301 +478%
AAP
807
Arax Advisory Partners
Colorado
$61K +$6.09K +34 +10%
THWM
808
Taylor Hoffman Wealth Management
Virginia
$60K – – –
FGC
809
Financial Gravity Companies
Texas
$60K +$55.2K +308 New
GWM
810
Geneos Wealth Management
Colorado
$55K +$11.1K +62 +23%
ARMC
811
American Research & Management Company
Massachusetts
$51K – – –
FC
812
Ferris Capital
Massachusetts
$50K -$5.91K -33 -10%
WB
813
Webster Bank
Connecticut
$47K – – –
NFG
814
Next Financial Group
Texas
$47K +$49.6K +277 New
WPA
815
West Paces Advisors
Georgia
$45.5K – – –
AIM
816
Advantage Investment Management
Iowa
$45K +$25.3K +141 +117%
OC
817
Oakworth Capital
Alabama
$44K +$41.2K +230 +742%
QAM
818
QCI Asset Management
New York
$42K – – –
FPFS
819
First Personal Financial Services
North Carolina
$40K -$3.76K -21 -8%
TWA
820
TCI Wealth Advisors
Arizona
$40K -$1.97K -11 -4%
EWM
821
Executive Wealth Management
Michigan
$36K +$37.6K +210 New
FTI
822
Fiduciary Trust International
Massachusetts
$35K +$36.9K +206 New
GAM
823
Gemmer Asset Management
California
$34K – – –
LFA
824
Legacy Financial Advisors
Kentucky
$34K +$22.2K +124 +157%
BGIM
825
Brandywine Global Investment Management
Pennsylvania
$33K – – –
31 32
33
34 35