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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
801
Rampart Investment Management
Connecticut
$443K -$318K -1,160 -39%
HH
802
Hilltop Holdings
Texas
$443K -$81.7K -298 -14%
KFA
803
Krane Funds Advisors
New York
$443K -$37K -135 -7%
WTC
804
WhitTier Trust Company
Nevada
$443K +$452K +1,647 +1,023%
SWA
805
Sutton Wealth Advisors
Florida
$442K +$823 +3 +0.2%
HIM
806
Hillsdale Investment Management
Ontario, Canada
$442K -$35.7K -130 -7%
LSAG
807
Lake Street Advisors Group
New Hampshire
$442K +$158K +577 +47%
FA
808
Faithward Advisors
Pennsylvania
$441K -$54.9K -200 -10%
WPC
809
Waters Parkerson & Co
Louisiana
$441K – – –
KWM
810
Kingsview Wealth Management
Oregon
$441K +$494K +1,800 New
WIS
811
Wright Investors Service
Connecticut
$438K +$3.29K +12 +0.7%
SFA
812
Souders Financial Advisors
Ohio
$437K +$489K +1,784 New
OPCM
813
Osborne Partners Capital Management
California
$436K – – –
CAN
814
Cetera Advisor Networks
California
$435K +$40.3K +147 +9%
GFS
815
GYL Financial Synergies
Connecticut
$432K -$51.6K -188 -10%
AWM
816
Avitas Wealth Management
California
$431K -$758K -2,764 -61%
MPW
817
Monterey Private Wealth
California
$429K -$14K -51 -3%
SFSG
818
Sound Financial Strategies Group
Mississippi
$428K -$1.06M -3,868 -69%
SCM
819
Shelton Capital Management
Colorado
$426K – – –
CFFP
820
Center for Financial Planning
Michigan
$426K +$2.74K +10 +0.6%
BOS
821
Bank of Stockton
California
$425K -$6.86K -25 -1%
IAA
822
Independent Advisor Alliance
North Carolina
$422K -$219K -799 -32%
CT
823
Chicago Trust
Illinois
$422K -$87.8K -320 -16%
S
824
Seeyond
France
$418K -$239K -873 -32%
BG
825
Bellevue Group
Switzerland
$417K – – –
31 32
33
34 35