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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
851
Aurora Investment Counsel
Georgia
$366K -$125K -482 -26%
JCM
852
Jacobi Capital Management
Pennsylvania
$365K -$13K -50 -4%
SC
853
Savant Capital
Illinois
$365K -$3.64K -14 -1%
CG
854
Cutler Group
California
$363K +$346K +1,331 New
PA
855
Procyon Advisors
Connecticut
$359K +$341K +1,314 New
NFG
856
Next Financial Group
Texas
$354K -$119K -458 -26%
WA
857
Wambolt & Associates
Colorado
$353K -$6.5K -25 -2%
RSS
858
Rosenblum Silverman Sutton
California
$352K -$5.2K -20 -2%
PP
859
Palladium Partners
Virginia
$348K +$331K +1,275 New
LIM
860
Leavell Investment Management
Alabama
$347K – – –
TPCW
861
TD Private Client Wealth
New York
$344K +$327K +1,258 New
IAN
862
Integrated Advisors Network
Texas
$342K +$326K +1,254 New
RIM
863
Regent Investment Management
Kentucky
$337K – – –
CCT
864
Country Club Trust
Missouri
$337K +$9.87K +38 +3%
UB
865
UMB Bank
Missouri
$336K +$4.94K +19 +2%
LSAG
866
Lake Street Advisors Group
New Hampshire
$335K +$7.79K +30 +3%
AC
867
Alexandria Capital
Virginia
$333K – – –
MIC
868
Meridian Investment Counsel
California
$329K – – –
EMG
869
ETF Managers Group
New Jersey
$329K +$78.7K +303 +33%
SBWM
870
Sunflower Bank Wealth Management
Arizona
$328K – – –
HBT
871
Hills Bank & Trust
Iowa
$327K – – –
ACA
872
Anchor Capital Advisors
Massachusetts
$325K -$19.2K -74 -6%
IBOK
873
Independence Bank of Kentucky
Kentucky
$319K – – –
JIM
874
Jupiter Investment Management
United Kingdom
$316K -$25.4M -97,588 -99%
WAM
875
Wealthspire Advisors (Maryland)
Maryland
$312K +$39K +150 +15%
33 34
35
36 37