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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Savant Capital
Illinois
$378K +$56.5K +206 +15%
PVWM
852
Point View Wealth Management
New Jersey
$377K – – –
BS
853
Bessemer Securities
New York
$374K – – –
PSUF
854
People's United Financial
Connecticut
$372K +$416K +1,517 New
PFBT
855
Parkside Financial Bank & Trust
Missouri
$371K +$356K +1,297 +592%
BSW
856
Buckingham Strategic Wealth
Missouri
$363K +$406K +1,480 New
P
857
Pitcairn
Pennsylvania
$362K -$9.05K -33 -2%
EF
858
Empirical Finance
Pennsylvania
$354K +$141K +514 +55%
SSW
859
Smith Shellnut Wilson
Mississippi
$353K +$7.68K +28 +2%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$348K – – –
FNBOSM
861
First National Bank of South Miami
Florida
$345K -$4.11K -15 -1%
BP
862
Ballentine Partners
Massachusetts
$344K +$14.8K +54 +4%
YMRC
863
Yorktown Management & Research Company
Virginia
$343K +$384K +1,400 New
CA
864
Centerpoint Advisors
Massachusetts
$341K – – –
BHTS
865
Bar Harbor Trust Services
Maine
$339K – – –
AW
866
Alpha Windward
Massachusetts
$333K -$21.4K -78 -5%
EMG
867
ETF Managers Group
New Jersey
$332K +$37.3K +136 +11%
GFP
868
Gryphon Financial Partners
Ohio
$324K -$76.3K -278 -17%
NP
869
Ninepoint Partners
Ontario, Canada
$317K -$127K -463 -26%
CCT
870
Country Club Trust
Missouri
$317K +$12.3K +45 +4%
RSS
871
Rosenblum Silverman Sutton
California
$316K – – –
TPCW
872
TD Private Client Wealth
New York
$313K +$5.76K +21 +2%
PP
873
Palladium Partners
Virginia
$312K – – –
CC
874
Caldera Capital
Texas
$309K -$18.9M -69,006 -98%
EP
875
Eudaimonia Partners
Tennessee
$308K -$64.2K -234 -16%
33 34
35
36 37