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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
801
First Mercantile Trust
Tennessee
$164K +$10.1K +52 +7%
CFGS
802
Concourse Financial Group Securities
Alabama
$162K +$8.33K +43 +6%
EMG
803
ETF Managers Group
New Jersey
$159K +$10.7K +55 +8%
SSB
804
Sandy Spring Bank
Maryland
$153K +$5.81K +30 +4%
GLI
805
Guardian Life Insurance
New York
$150K – – –
LC
806
Lindbrook Capital
California
$146K +$16.5K +85 +14%
CBT
807
Capital Bank & Trust
California
$144K -$63.9K -330 -33%
CAW
808
Cornerstone Advisors (Washington)
Washington
$143K +$7.36K +38 +6%
HI
809
Human Investing
Oregon
$135K +$5.23K +27 +4%
TL
810
TrueWealth LLC
Georgia
$132K – – –
ASN
811
Advisory Services Network
Georgia
$131K +$5.23K +27 +5%
BFEC
812
Benjamin F. Edwards & Company
Missouri
$130K – – –
CYG
813
Clean Yield Group
Vermont
$126K -$43.6K -225 -27%
TA
814
TCG Advisors
Texas
$126K +$116K +600 New
ZB
815
Zions Bancorporation
Utah
$124K +$1.16K +6 +1%
CFA
816
Carroll Financial Associates
North Carolina
$114K +$11.8K +61 +13%
PRC
817
Pearl River Capital
Michigan
$106K +$97.6K +504 New
RE
818
RBC Europe
United Kingdom
$105K – – –
SFG
819
SevenBridge Financial Group
Pennsylvania
$98K – – –
AIA
820
Alera Investment Advisors
Illinois
$92K +$11.6K +60 +16%
FANJ
821
Financial Architects (New Jersey)
New Jersey
$90K -$1.55K -8 -2%
SLF
822
Sun Life Financial
Ontario, Canada
$89K -$52.5K -271 -39%
IFAM
823
Institutional & Family Asset Management
Colorado
$82K +$75.5K +390 New
NSIM
824
North Star Investment Management
Illinois
$78K -$84.2K -435 -54%
PCG
825
Private Capital Group
Connecticut
$77K +$968 +5 +1%
31 32
33
34 35