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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
851
Davidson Trust Company
Washington
$805K -$35.4K -92 -4%
PVH
852
Psagot Value Holdings
Israel
$802K -$22.2M -57,693 -97%
FI
853
Fosun International
China
$801K +$96.1K +250 +15%
GT
854
Glenview Trust
Kentucky
$796K +$89.5K +233 +14%
DCM
855
Dimension Capital Management
Florida
$792K – – –
LSAG
856
Lake Street Advisors Group
New Hampshire
$788K -$13.1K -34 -2%
ASN
857
Advisory Services Network
Georgia
$787K -$103K -269 -12%
CWM
858
Circle Wealth Management
New Jersey
$787K +$123K +320 +20%
PIA
859
Pinion Investment Advisors
Kansas
$785K +$19.6K +51 +3%
CRC
860
Curi RMB Capital
Illinois
$779K +$40.4K +105 +6%
FNC
861
First National Corp
Massachusetts
$761K -$769 -2 -0.1%
GFS
862
GYL Financial Synergies
Connecticut
$760K +$32.3K +84 +5%
ISL
863
Ingalls & Snyder LLC
New York
$759K – – –
CT
864
Chicago Trust
Illinois
$758K -$95.7K -249 -12%
APP
865
Avantax Planning Partners
Iowa
$758K +$710K +1,847 New
CAL
866
Capital Analysts LLC
Pennsylvania
$757K +$3.84K +10 +0.5%
AAP
867
Arax Advisory Partners
Colorado
$753K +$705K +1,834 New
ADL
868
Asset Dedication LLC
California
$747K +$237K +617 +52%
DWT
869
Dorsey & Whitney Trust
South Dakota
$744K -$21.9K -57 -3%
ATPW
870
Ashton Thomas Private Wealth
Arizona
$742K +$8.07K +21 +1%
GAM
871
Griffin Asset Management
New York
$739K – – –
AMCA
872
Arthur M. Cohen & Associates
Illinois
$736K +$15.4K +40 +2%
CA
873
Calton & Associates
Florida
$735K +$1.15K +3 +0.2%
RB
874
Rodgers Brothers
Pennsylvania
$731K – – –
MC
875
Maverick Capital
Texas
$723K +$677K +1,761 New
33 34
35
36 37