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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
801
Concourse Financial Group Securities
Alabama
$162K +$8.33K +43 +6%
EMG
802
ETF Managers Group
New Jersey
$159K +$10.7K +55 +8%
SSB
803
Sandy Spring Bank
Maryland
$153K +$5.81K +30 +4%
GLI
804
Guardian Life Insurance
New York
$150K – – –
LC
805
Lindbrook Capital
California
$146K +$16.5K +85 +14%
CBT
806
Capital Bank & Trust
California
$144K -$63.9K -330 -33%
CAW
807
Cornerstone Advisors (Washington)
Washington
$143K +$7.36K +38 +6%
HI
808
Human Investing
Oregon
$135K +$5.23K +27 +4%
TL
809
TrueWealth LLC
Georgia
$132K – – –
ASN
810
Advisory Services Network
Georgia
$131K +$5.23K +27 +5%
BFEC
811
Benjamin F. Edwards & Company
Missouri
$130K – – –
CYG
812
Clean Yield Group
Vermont
$126K -$43.6K -225 -27%
TA
813
TCG Advisors
Texas
$126K +$116K +600 New
ZB
814
Zions Bancorporation
Utah
$124K +$1.16K +6 +1%
CFA
815
Carroll Financial Associates
North Carolina
$114K +$11.8K +61 +13%
PRC
816
Pearl River Capital
Michigan
$106K +$97.6K +504 New
RE
817
RBC Europe
United Kingdom
$105K – – –
SFG
818
SevenBridge Financial Group
Pennsylvania
$98K – – –
AIA
819
Alera Investment Advisors
Illinois
$92K +$11.6K +60 +16%
FANJ
820
Financial Architects (New Jersey)
New Jersey
$90K -$1.55K -8 -2%
SLF
821
Sun Life Financial
Ontario, Canada
$89K -$52.5K -271 -39%
IFAM
822
Institutional & Family Asset Management
Colorado
$82K +$75.5K +390 New
NSIM
823
North Star Investment Management
Illinois
$78K -$84.2K -435 -54%
PCG
824
Private Capital Group
Connecticut
$77K +$968 +5 +1%
LFA
825
Legacy Financial Advisors
Kentucky
$77K +$31.2K +161 +79%
31 32
33
34 35