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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Palladium Partners
Virginia
$228K – – –
ETI
827
Enterprise Trust & Investment
California
$228K +$218K +1,000 New
SIA
828
Starfire Investment Advisers
Michigan
$227K – – –
PWP
829
Principle Wealth Partners
Connecticut
$221K +$212K +969 New
WAM
830
Wealthspire Advisors (Maryland)
Maryland
$220K +$4.15K +19 +2%
SFG
831
StrategIQ Financial Group
Indiana
$219K – – –
PAMG
832
Patton Albertson Miller Group
Tennessee
$210K +$179K +820 New
CCM
833
Compton Capital Management
Rhode Island
$210K +$201K +920 New
JIP
834
Jaffetilchin Investment Partners
Florida
$208K +$199K +911 New
CAN
835
Claraphi Advisory Network
United States
$207K +$198K +907 New
HCM
836
Harvest Capital Management
New Hampshire
$205K +$197K +900 New
VCM
837
Violich Capital Management
California
$205K +$197K +900 New
EMG
838
ETF Managers Group
New Jersey
$204K +$32.1K +147 +20%
FAAS
839
First Allied Advisory Services
California
$204K +$196K +896 New
WJA
840
Williams Jones & Associates
New York
$203K +$195K +893 New
VCM
841
Versant Capital Management
Arizona
$200K -$36.9K -169 -16%
BCI
842
Brinker Capital Investments
Pennsylvania
$200K +$128K +585 +201%
CBT
843
Capital Bank & Trust
California
$190K +$32.8K +150 +22%
EI
844
Ellevest Inc
New York
$188K +$3.06K +14 +2%
ASN
845
Advisory Services Network
Georgia
$185K +$41.5K +190 +31%
BDWM
846
Brewin Dolphin Wealth Management
Ireland
$182K – – –
TI
847
Truehand Inc
New Hampshire
$182K – – –
TC
848
Trust Company
Kansas
$182K – – –
CFGS
849
Concourse Financial Group Securities
Alabama
$176K -$1.31K -6 -0.8%
CAW
850
Cornerstone Advisors (Washington)
Washington
$169K +$13.8K +63 +9%
32 33
34
35 36