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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
801
Resonant Capital Advisors
Wisconsin
$3.52M +$213K +430 +7%
AG
802
Ascent Group
Virginia
$3.49M -$79.7K -161 -2%
RSWM
803
Robertson Stephens Wealth Management
California
$3.45M +$318K +642 +11%
WIM
804
Walsky Investment Management
Pennsylvania
$3.45M +$3.27M +6,607 New
RBA
805
Richard Bernstein Advisors
New York
$3.44M -$354K -716 -10%
LJAC
806
L.J. Altfest & Co
New York
$3.42M +$495 +1 +0%
MK
807
MASTERINVEST Kapitalanlage
$3.42M -$457K -924 -12%
WP
808
WealthShield Partners
North Carolina
$3.42M -$65.3K -132 -2%
GC
809
Guggenheim Capital
Illinois
$3.38M -$1.83M -3,692 -36%
RA
810
Rockingstone Advisors
Massachusetts
$3.37M +$249K +504 +8%
SCTC
811
Sanibel Captiva Trust Company
Florida
$3.37M +$542K +1,095 +20%
GRP
812
Global Retirement Partners
California
$3.36M +$1.88M +3,804 +145%
MADR
813
Milestones Administradora de Recursos
Brazil
$3.32M – – –
FRA
814
Frank Rimerman Advisors
California
$3.31M +$31.7K +64 +1%
BP
815
Ballentine Partners
Massachusetts
$3.31M -$565K -1,142 -15%
FMII
816
Farmers & Merchants Investments Inc
Nebraska
$3.3M +$288K +583 +10%
TYCC
817
Texas Yale Capital Corp
Florida
$3.28M +$59.4K +120 +2%
PWAM
818
Papamarkou Wellner Asset Management
New York
$3.28M -$90.5K -183 -3%
CF
819
Centaurus Financial
California
$3.28M +$521K +1,053 +20%
FAM
820
Fulcrum Asset Management
United Kingdom
$3.27M -$90.5K -183 -3%
TCOV
821
Trust Company of Vermont
Vermont
$3.25M +$26.2K +53 +0.9%
AAIM
822
Asset Advisors Investment Management
Georgia
$3.25M +$74.7K +151 +2%
APWM
823
Argonautica Private Wealth Management
Massachusetts
$3.25M -$51K -103 -2%
MYLI
824
Meiji Yasuda Life Insurance
Japan
$3.24M +$74.7K +151 +2%
WAM
825
Watershed Asset Management
California
$3.24M +$3.07M +6,200 New
31 32
33
34 35