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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
876
Lumature Wealth Partners
Georgia
$1.41M +$243K +597 +21%
FNT
877
First National Trust
Pennsylvania
$1.4M +$318K +781 +30%
AI
878
Advent International
Massachusetts
$1.4M -$3.26M -8,000 -70%
CCA
879
Checchi Capital Advisers
California
$1.38M +$422K +1,036 +44%
SP
880
Symmetry Partners
Connecticut
$1.36M +$526K +1,292 +64%
GW
881
GW & Wade
Massachusetts
$1.35M +$39.1K +96 +3%
BL
882
Balentine LLC
Georgia
$1.34M +$871K +2,138 +189%
HWM
883
Hohimer Wealth Management
Washington
$1.33M -$20.4K -50 -2%
CI
884
Cavalier Investments
Georgia
$1.32M -$137K -336 -9%
WP
885
WealthShield Partners
North Carolina
$1.32M +$887K +2,179 +208%
DL
886
DOHJ LLC
Washington
$1.32M +$48.5K +119 +4%
DAS
887
Dynamic Advisor Solutions
Arizona
$1.32M -$62.3K -153 -5%
APA
888
American Portfolios Advisors
New York
$1.32M +$571K +1,401 +78%
SFP
889
Shepherd Financial Partners
Massachusetts
$1.31M +$1.3M +3,203 New
TF
890
Threadgill Financial
Texas
$1.3M +$1.29M +3,178 New
ECM
891
Exchange Capital Management
Michigan
$1.29M +$26.1K +64 +2%
CCM
892
Coldstream Capital Management
Washington
$1.29M +$242K +595 +23%
EA
893
Emerald Advisers
Pennsylvania
$1.29M -$82.3K -202 -6%
BEI
894
Benjamin Edwards Inc
Missouri
$1.29M +$298K +731 +30%
HT
895
Heritage Trust
Oklahoma
$1.29M +$852K +2,093 +200%
WS
896
Wedbush Securities
California
$1.28M +$616K +1,513 +94%
MA
897
Mezzasalma Advisors
New Jersey
$1.28M – – –
LS
898
Livforsakringsbolaget Skandia
Sweden
$1.28M +$303K +745 +31%
BRWA
899
B. Riley Wealth Advisors
Florida
$1.28M +$621K +1,524 +96%
DPI
900
Diversified Portfolios Inc
Michigan
$1.26M +$1.25M +3,066 New
34 35
36
37 38