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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
801
Transamerica Financial Advisors
Florida
$629K +$573K +1,907 New
ACI
802
Alpha Cubed Investments
California
$626K -$30.1K -100 -5%
PWM
803
Perigon Wealth Management
California
$625K +$601 +2 +0.1%
GDP
804
Great Diamond Partners
Maine
$610K -$195K -650 -26%
ISL
805
Ingalls & Snyder LLC
New York
$610K – – –
CAN
806
Cetera Advisor Networks
California
$609K +$21K +70 +4%
DCM
807
Donaldson Capital Management
Indiana
$607K +$9.32K +31 +2%
NIT
808
NumerixS Investment Technologies
British Columbia, Canada
$600K -$571K -1,900 -51%
ACM
809
AlphaCrest Capital Management
New York
$593K -$1.86M -6,199 -77%
GAM
810
Griffin Asset Management
New York
$593K -$7.82K -26 -1%
WPC
811
Waters Parkerson & Co
Louisiana
$593K – – –
EA
812
Emerald Advisers
Pennsylvania
$592K -$27.4K -91 -5%
QCG
813
Quadrant Capital Group
Ohio
$591K -$345K -1,147 -39%
OPCM
814
Osborne Partners Capital Management
California
$586K – – –
CT
815
Chicago Trust
Illinois
$586K +$18K +60 +3%
RB
816
Rodgers Brothers
Pennsylvania
$586K +$535K +1,780 New
GFS
817
GYL Financial Synergies
Connecticut
$582K +$1.2K +4 +0.2%
MPW
818
Monterey Private Wealth
California
$578K +$1.2K +4 +0.2%
SFSG
819
Sound Financial Strategies Group
Mississippi
$575K -$301 -1 -0.1%
AWM
820
Avitas Wealth Management
California
$574K -$5.11K -17 -1%
CFFP
821
Center for Financial Planning
Michigan
$570K -$3.01K -10 -0.6%
WP
822
WealthShield Partners
North Carolina
$569K -$259K -860 -33%
HH
823
Hilltop Holdings
Texas
$568K -$25K -83 -5%
IAA
824
Independent Advisor Alliance
North Carolina
$568K +$902 +3 +0.2%
WANY
825
Wealthspire Advisors (New York)
New York
$566K -$301K -1,002 -37%
31 32
33
34 35