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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
876
Sunbelt Securities
Texas
$531K -$14.8K -42 -3%
GT
877
Glenview Trust
Kentucky
$529K – – –
CA
878
Cetera Advisors
Colorado
$528K +$146K +413 +39%
MCM
879
McKinley Capital Management
Alaska
$527K +$1.06K +3 +0.2%
BOS
880
Bank of Stockton
California
$523K -$26.1K -74 -5%
OPS
881
Orion Portfolio Solutions
Nebraska
$521K +$178K +504 +54%
SSW
882
Smith Shellnut Wilson
Mississippi
$520K – – –
SYBT
883
Stock Yards Bank & Trust
Kentucky
$516K +$4.23K +12 +0.8%
HB
884
Homrich & Berg
Georgia
$509K +$86.8K +246 +21%
FAAS
885
First Allied Advisory Services
California
$509K +$145K +412 +41%
PMFA
886
Plante Moran Financial Advisors
Michigan
$508K +$392K +1,110 +370%
NFG
887
Next Financial Group
Texas
$503K +$112K +317 +29%
CA
888
Centerpoint Advisors
Massachusetts
$501K -$3.53K -10 -0.7%
BHTS
889
Bar Harbor Trust Services
Maine
$499K – – –
P
890
Pitcairn
Pennsylvania
$498K -$16.6K -47 -3%
HSA
891
HBK Sorce Advisory
Pennsylvania
$489K -$46.9K -133 -9%
CAM
892
Cresset Asset Management
Illinois
$489K -$6K -17 -1%
SC
893
Savant Capital
Illinois
$484K -$104K -296 -18%
USGIU
894
U.S. Global Investors (USGI)
Texas
$483K -$406K -1,150 -46%
FAIM
895
Financial Advocates Investment Management
Washington
$482K +$244K +692 +107%
ADL
896
Asset Dedication LLC
California
$478K +$158K +449 +51%
SWM
897
SVA Wealth Management
Wisconsin
$478K +$225K +638 +93%
FNBOSM
898
First National Bank of South Miami
Florida
$477K -$11.6K -33 -2%
PP
899
Palladium Partners
Virginia
$476K – – –
GFP
900
Gryphon Financial Partners
Ohio
$475K +$1.76K +5 +0.4%
34 35
36
37 38