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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
801
Nalls Sherbakoff Group
Tennessee
$68K +$71.7K +400 New
NIT
802
NumerixS Investment Technologies
British Columbia, Canada
$67K -$838K -4,676 -92%
AIA
803
Alera Investment Advisors
Illinois
$64K +$67.2K +375 New
PCG
804
Private Capital Group
Connecticut
$62K -$10K -56 -13%
JA
805
JOYN Advisors
Georgia
$62K +$53.9K +301 +478%
AAP
806
Arax Advisory Partners
Colorado
$61K +$6.09K +34 +10%
THWM
807
Taylor Hoffman Wealth Management
Virginia
$60K – – –
FGC
808
Financial Gravity Companies
Texas
$60K +$55.2K +308 New
GWM
809
Geneos Wealth Management
Colorado
$55K +$11.1K +62 +23%
ARMC
810
American Research & Management Company
Massachusetts
$51K – – –
FC
811
Ferris Capital
Massachusetts
$50K -$5.91K -33 -10%
WB
812
Webster Bank
Connecticut
$47K – – –
NFG
813
Next Financial Group
Texas
$47K +$49.6K +277 New
WPA
814
West Paces Advisors
Georgia
$45.5K – – –
AIM
815
Advantage Investment Management
Iowa
$45K +$25.3K +141 +117%
OC
816
Oakworth Capital
Alabama
$44K +$41.2K +230 +742%
QAM
817
QCI Asset Management
New York
$42K – – –
FPFS
818
First Personal Financial Services
North Carolina
$40K -$3.76K -21 -8%
TWA
819
TCI Wealth Advisors
Arizona
$40K -$1.97K -11 -4%
EWM
820
Executive Wealth Management
Michigan
$36K +$37.6K +210 New
FTI
821
Fiduciary Trust International
Massachusetts
$35K +$36.9K +206 New
GAM
822
Gemmer Asset Management
California
$34K – – –
LFA
823
Legacy Financial Advisors
Kentucky
$34K +$22.2K +124 +157%
BGIM
824
Brandywine Global Investment Management
Pennsylvania
$33K – – –
HCM
825
Hilton Capital Management
New York
$33K +$34.4K +192 New
31 32
33
34 35