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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
901
Lau Associates
Delaware
$273K – – –
MA
902
Montag & Associates
Georgia
$273K – – –
PHS
903
Pekin Hardy Strauss
Illinois
$273K – – –
SIA
904
Starfire Investment Advisers
Michigan
$273K – – –
ACM
905
Ayrshire Capital Management
Connecticut
$273K +$260K +1,000 New
MWM
906
Meridian Wealth Management
Kentucky
$272K +$259K +997 New
CRCM
907
Corbett Road Capital Management
Virginia
$271K +$258K +992 New
SFA
908
Sequoia Financial Advisors
Ohio
$270K +$256K +987 New
AAP
909
Arax Advisory Partners
Colorado
$268K -$52K -200 -17%
SS
910
Sunbelt Securities
Texas
$266K -$7.28K -28 -3%
WPW
911
Waldron Private Wealth
Pennsylvania
$265K +$27.5K +106 +12%
EI
912
Ellevest Inc
New York
$259K +$30.7K +118 +14%
SIM
913
Stratos Investment Management
Ohio
$259K +$246K +948 New
KCPG
914
Kavar Capital Partners Group
Kansas
$257K -$26K -100 -10%
PAS
915
Park Avenue Securities
New York
$257K +$245K +942 New
HB
916
Horizon Bancorp
Indiana
$257K +$245K +943 New
PWP
917
Principle Wealth Partners
Connecticut
$256K -$8.05K -31 -3%
CWM
918
Circle Wealth Management
New Jersey
$256K +$243K +936 New
FCBT
919
First Citizens Bank & Trust
North Carolina
$255K +$6.75K +26 +3%
EF
920
Empirical Finance
Pennsylvania
$254K +$241K +929 New
CCM
921
Compton Capital Management
Rhode Island
$251K – – –
SNT
922
Security National Trust
West Virginia
$250K -$26K -100 -10%
SWP
923
Stratos Wealth Partners
Ohio
$247K -$5.72K -22 -2%
BAM
924
Blueshift Asset Management
New Jersey
$247K +$235K +906 New
VCM
925
Violich Capital Management
California
$246K – – –
35 36
37
38 39