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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
851
Pekin Hardy Strauss
Illinois
$245K +$250K +1,000 New
SIA
852
Starfire Investment Advisers
Michigan
$244K – – –
WAM
853
Wealthspire Advisors (Maryland)
Maryland
$243K +$6.5K +26 +3%
FRM
854
Fox Run Management
Connecticut
$242K -$67.7K -271 -22%
DC
855
Davenport & Co
Virginia
$242K – – –
SS
856
Sunbelt Securities
Texas
$242K +$251K +1,003 New
PWP
857
Principle Wealth Partners
Connecticut
$237K – – –
WAM
858
Wolverine Asset Management
Illinois
$236K +$241K +965 New
SFG
859
StrategIQ Financial Group
Indiana
$235K – – –
PFS
860
Prospera Financial Services
Texas
$228K +$233K +931 New
SWP
861
Stratos Wealth Partners
Ohio
$227K +$232K +928 New
CCM
862
Compton Capital Management
Rhode Island
$225K – – –
JIP
863
Jaffetilchin Investment Partners
Florida
$225K +$2K +8 +0.9%
EMG
864
ETF Managers Group
New Jersey
$223K +$1.25K +5 +0.6%
FCBT
865
First Citizens Bank & Trust
North Carolina
$222K +$227K +908 New
SCM
866
Sandler Capital Management
New York
$220K -$87.5K -350 -28%
VCM
867
Violich Capital Management
California
$220K – – –
WJWM
868
Williams Jones Wealth Management
New York
$219K +$223K +893 New
VCM
869
Versant Capital Management
Arizona
$214K -$500 -2 -0.2%
COI
870
Capital One Investing
Virginia
$212K +$217K +867 New
BSPF
871
British Steel Pension Fund
United Kingdom
$211K -$151K -606 -41%
BFA
872
Bragg Financial Advisors
North Carolina
$211K +$215K +861 New
WPW
873
Waldron Private Wealth
Pennsylvania
$211K +$216K +865 New
PA
874
PFW Advisors
Georgia
$210K +$102K +407 New
FG
875
Fiduciary Group
Georgia
$210K +$214K +857 New
33 34
35
36 37