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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
826
Montag & Associates
Georgia
$228K – – –
PP
827
Palladium Partners
Virginia
$228K – – –
ETI
828
Enterprise Trust & Investment
California
$228K +$218K +1,000 New
SIA
829
Starfire Investment Advisers
Michigan
$227K – – –
PWP
830
Principle Wealth Partners
Connecticut
$221K +$212K +969 New
WAM
831
Wealthspire Advisors (Maryland)
Maryland
$220K +$4.15K +19 +2%
SFG
832
StrategIQ Financial Group
Indiana
$219K – – –
PAMG
833
Patton Albertson Miller Group
Tennessee
$210K +$179K +820 New
CCM
834
Compton Capital Management
Rhode Island
$210K +$201K +920 New
JIP
835
Jaffetilchin Investment Partners
Florida
$208K +$199K +911 New
CAN
836
Claraphi Advisory Network
United States
$207K +$198K +907 New
HCM
837
Harvest Capital Management
New Hampshire
$205K +$197K +900 New
VCM
838
Violich Capital Management
California
$205K +$197K +900 New
EMG
839
ETF Managers Group
New Jersey
$204K +$32.1K +147 +20%
FAAS
840
First Allied Advisory Services
California
$204K +$196K +896 New
WJA
841
Williams Jones & Associates
New York
$203K +$195K +893 New
VCM
842
Versant Capital Management
Arizona
$200K -$36.9K -169 -16%
BCI
843
Brinker Capital Investments
Pennsylvania
$200K +$128K +585 +201%
CBT
844
Capital Bank & Trust
California
$190K +$32.8K +150 +22%
EI
845
Ellevest Inc
New York
$188K +$3.06K +14 +2%
ASN
846
Advisory Services Network
Georgia
$185K +$41.5K +190 +31%
BDWM
847
Brewin Dolphin Wealth Management
Ireland
$182K – – –
TI
848
Truehand Inc
New Hampshire
$182K – – –
TC
849
Trust Company
Kansas
$182K – – –
CFGS
850
Concourse Financial Group Securities
Alabama
$176K -$1.31K -6 -0.8%
32 33
34
35 36