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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
901
First Horizon Advisors
Tennessee
$29K – – –
EFSCE
902
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$874 +4 +3%
MWM
903
Meridian Wealth Management
Kentucky
$28.5K +$27.3K +125 New
AIM
904
Advantage Investment Management
Iowa
$28K – – –
IF
905
Ironwood Financial
Arizona
$28K – – –
HGWM
906
Harvest Group Wealth Management
Massachusetts
$27K -$3.06K -14 -10%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$27K +$1.75K +8 +7%
TF
908
TimeScale Financial
Massachusetts
$27K +$26.2K +120 New
FDCDDQ
909
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4K – – –
GRP
910
Global Retirement Partners
California
$26K -$3.06K -14 -11%
WTC
911
WhitTier Trust Company
Nevada
$26K – – –
RIA
912
Realta Investment Advisors
Delaware
$26K +$19.7K +90 +409%
EIM
913
Essex Investment Management
Massachusetts
$25K – – –
KFA
914
Krane Funds Advisors
New York
$25K +$24.2K +111 New
BAM
915
Barrett Asset Management
New York
$23K -$5.46K -25 -20%
GCM
916
Gables Capital Management
Florida
$23K – – –
NSB
917
Norway Savings Bank
Maine
$23K – – –
NFG
918
Next Financial Group
Texas
$23K +$21.8K +100 New
GEA
919
Glen Eagle Advisors
New Jersey
$21.9K +$6.77K +31 +48%
TFO
920
Tarbox Family Office
California
$20K +$2.84K +13 +17%
PFO
921
Pathstone Family Office
New Jersey
$19K -$6.33K -29 -26%
SMFS
922
Squar Milner Financial Services
California
$18K – – –
GWS
923
Glassman Wealth Services
Virginia
$18K +$1.97K +9 +13%
AS
924
Altshuler Shaham
Israel
$18K +$5.68K +26 +47%
SBL
925
Sargent Bickham Lagudis
Colorado
$18K +$17.5K +80 New
35 36
37
38 39