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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
876
Matthew Goff Investment Advisor
Texas
$205K +$209K +836 New
EI
877
Ellevest Inc
New York
$203K +$1K +4 +0.5%
FMT
878
First Mercantile Trust
Tennessee
$202K -$50.2K -201 -20%
CBT
879
Capital Bank & Trust
California
$200K -$4K -16 -2%
HPWM
880
Highland Private Wealth Management
Washington
$200K +$204K +815 New
CC
881
Centiva Capital
New York
$200K +$204K +818 New
TI
882
Truehand Inc
New Hampshire
$196K – – –
TC
883
Trust Company
Kansas
$196K – – –
BDWM
884
Brewin Dolphin Wealth Management
Ireland
$196K – – –
ASN
885
Advisory Services Network
Georgia
$185K – – –
SB
886
Strategic Blueprint
Georgia
$180K +$184K +735 New
HAG
887
HighPoint Advisor Group
Illinois
$177K +$20K +80 +13%
GLI
888
Guardian Life Insurance
New York
$176K +$2K +8 +1%
SAS
889
Stelac Advisory Services
New York
$173K +$176K +706 New
CCA
890
Catalyst Capital Advisors
New York
$171K -$225K -900 -56%
LC
891
Lindbrook Capital
California
$168K -$2K -8 -1%
TL
892
TrueWealth LLC
Georgia
$153K – – –
BFEC
893
Benjamin F. Edwards & Company
Missouri
$151K -$750 -3 -0.5%
IFAM
894
Institutional & Family Asset Management
Colorado
$148K +$7.5K +30 +5%
IA
895
IFP Advisors
Florida
$137K +$156K +626 New
VFA
896
Valeo Financial Advisors
Indiana
$125K +$6.75K +27 +6%
FL
897
Fort LP
Maryland
$122K +$124K +497 New
HI
898
Human Investing
Oregon
$119K -$38.2K -153 -24%
CIA
899
CSat Investment Advisory
Michigan
$106K +$11.7K +47 +12%
PCG
900
Private Capital Group
Connecticut
$93K -$10K -40 -10%
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37 38