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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
851
Cornerstone Advisors (Washington)
Washington
$169K +$13.8K +63 +9%
S
852
Seeyond
France
$162K -$33.6K -154 -18%
GLI
853
Guardian Life Insurance
New York
$162K – – –
LC
854
Lindbrook Capital
California
$158K – – –
HAG
855
HighPoint Advisor Group
Illinois
$148K +$134K +615 New
HI
856
Human Investing
Oregon
$146K – – –
TL
857
TrueWealth LLC
Georgia
$143K – – –
TA
858
TCG Advisors
Texas
$141K – – –
BFEC
859
Benjamin F. Edwards & Company
Missouri
$141K +$655 +3 +0.5%
IFAM
860
Institutional & Family Asset Management
Colorado
$131K +$40.4K +185 +47%
PRC
861
Pearl River Capital
Michigan
$125K +$9.83K +45 +9%
VFA
862
Valeo Financial Advisors
Indiana
$110K +$82.3K +377 +352%
AWM
863
Avior Wealth Management
Nebraska
$101K +$96.8K +443 New
SFG
864
SevenBridge Financial Group
Pennsylvania
$96K -$9.39K -43 -9%
ZB
865
Zions Bancorporation
Utah
$93K -$39.3K -180 -31%
CIA
866
CSat Investment Advisory
Michigan
$87K +$77.5K +355 +1,183%
PCG
867
Private Capital Group
Connecticut
$85K +$11.1K +51 +14%
THWM
868
Taylor Hoffman Wealth Management
Virginia
$81K – – –
GWM
869
Geneos Wealth Management
Colorado
$75K – – –
CTB
870
Country Trust Bank
Illinois
$72K +$69.5K +318 New
CIM
871
Contravisory Investment Management
Massachusetts
$69K +$12.9K +59 +24%
CYG
872
Clean Yield Group
Vermont
$68K -$65.5K -300 -50%
ARMC
873
American Research & Management Company
Massachusetts
$68K – – –
WB
874
Webster Bank
Connecticut
$63K – – –
MAM
875
Meeder Asset Management
Ohio
$60K +$55.9K +256 +4,267%
33 34
35
36 37