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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
876
Wealthspire Advisors (Maryland)
Maryland
$304K +$27.7K +101 +9%
IC
877
Intersect Capital
California
$304K +$38.7K +141 +13%
UB
878
UMB Bank
Missouri
$302K +$1.65K +6 +0.5%
AGM
879
Alpine Global Management
New York
$301K +$337K +1,230 New
WA
880
Wambolt & Associates
Colorado
$300K -$19.5K -71 -5%
JSC
881
Jackson Square Capital
California
$299K -$51.8K -189 -13%
WA
882
Wealth Alliance
New York
$299K +$335K +1,221 New
RIM
883
Regent Investment Management
Kentucky
$297K -$5.49K -20 -2%
MIC
884
Meridian Investment Counsel
California
$295K – – –
AL
885
Aspiriant LLC
California
$295K +$329K +1,199 New
IAN
886
Integrated Advisors Network
Texas
$294K -$14.8K -54 -4%
HBT
887
Hills Bank & Trust
Iowa
$294K – – –
SBWM
888
Sunflower Bank Wealth Management
Arizona
$294K – – –
CFGS
889
Concourse Financial Group Securities
Alabama
$294K +$112K +410 +52%
ACA
890
Anchor Capital Advisors
Massachusetts
$291K -$1.1K -4 -0.3%
FAAS
891
First Allied Advisory Services
California
$290K +$92.2K +336 +40%
CL
892
CPWM LLC
Washington
$288K +$11.2K +41 +4%
IBOK
893
Independence Bank of Kentucky
Kentucky
$286K – – –
HB
894
Homrich & Berg
Georgia
$284K -$52.7K -192 -14%
IA
895
IFP Advisors
Florida
$284K +$123K +450 +62%
VI
896
Versor Investments
New York
$284K +$318K +1,160 New
MCG
897
MACRO Consulting Group
New Jersey
$282K +$262K +954 New
SLG
898
Stanley-Laman Group
Pennsylvania
$281K +$314K +1,145 New
PWPS
899
Pinnacle Wealth Planning Services
Ohio
$279K +$92.2K +336 +42%
MMG
900
Monetary Management Group
Missouri
$277K +$310K +1,130 New
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36
37 38