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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
801
Sustainable Insight Capital Management
New York
$251K -$13.5K -62 -5%
DWM
802
Dorchester Wealth Management
Quebec, Canada
$251K – – –
SIAS
803
Shine Investment Advisory Services
Colorado
$249K – – –
IC
804
Intersect Capital
California
$248K – – –
NA
805
NewEdge Advisors
Louisiana
$246K +$236K +1,081 New
SIM
806
Sadoff Investment Management
Wisconsin
$245K – – –
DCM
807
Donaldson Capital Management
Indiana
$244K -$27.1K -124 -10%
ECM
808
Elgethun Capital Management
South Dakota
$244K – – –
MUS
809
Mitsubishi UFJ Securities
Japan
$244K +$234K +1,070 New
JCM
810
Janney Capital Management
Pennsylvania
$243K – – –
AWM
811
AE Wealth Management
Kansas
$243K +$233K +1,067 New
DC
812
Davenport & Co
Virginia
$242K +$232K +1,061 New
ARMT
813
Amica Retiree Medical Trust
Rhode Island
$241K -$50.9K -233 -18%
FNBOO
814
First National Bank of Omaha
Nebraska
$241K +$13.1K +60 +6%
GH
815
GAM Holding
Switzerland
$240K -$6.12K -28 -3%
SDAM
816
Shulman DeMeo Asset Management
New York
$240K +$437 +2 +0.2%
KCPG
817
Kavar Capital Partners Group
Kansas
$237K – – –
CFA
818
Carroll Financial Associates
North Carolina
$237K +$109K +497 +91%
CB
819
Community Bank
New York
$236K +$226K +1,035 New
GAG
820
GM Advisory Group
New York
$235K – – –
FMT
821
First Mercantile Trust
Tennessee
$234K +$53.7K +246 +31%
BMA
822
Brooks Moore & Associates
Tennessee
$228K – – –
LA
823
Lau Associates
Delaware
$228K – – –
MFG
824
Magnus Financial Group
New York
$228K – – –
MA
825
Montag & Associates
Georgia
$228K – – –
31 32
33
34 35