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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
901
First Citizens Bank & Trust
North Carolina
$276K +$52.4K +191 +20%
DWA
902
Douglass Winthrop Advisors
New York
$276K +$309K +1,128 New
SIAS
903
Shine Investment Advisory Services
Colorado
$272K – – –
DC
904
Davenport & Co
Virginia
$269K +$6.86K +25 +2%
IFS
905
Ifrah Financial Services
Arkansas
$266K +$298K +1,086 New
ATPW
906
Ashton Thomas Private Wealth
Arizona
$265K +$297K +1,082 New
HIA
907
Harbor Investment Advisory
Maryland
$263K -$9.6K -35 -3%
SIM
908
Sadoff Investment Management
Wisconsin
$263K – – –
ECM
909
Elgethun Capital Management
South Dakota
$262K – – –
JCM
910
Janney Capital Management
Pennsylvania
$261K – – –
CANY
911
Caxton Associates (New York)
New York
$260K -$6.28M -22,903 -96%
FCH
912
Freestone Capital Holdings
Washington
$260K -$165K -602 -36%
SDAM
913
Shulman DeMeo Asset Management
New York
$259K +$823 +3 +0.3%
CFA
914
Carroll Financial Associates
North Carolina
$258K -$549 -2 -0.2%
CIC
915
Carnegie Investment Counsel
Ohio
$257K – – –
HT
916
Heritage Trust
Oklahoma
$257K +$13.7K +50 +5%
MFG
917
Magnus Financial Group
New York
$255K +$9.05K +33 +3%
CA
918
Cetera Advisors
Colorado
$254K +$1.92K +7 +0.7%
GAG
919
GM Advisory Group
New York
$253K – – –
DBRC
920
D.B. Root & Company
Pennsylvania
$252K -$173K -631 -38%
SFA
921
Sequoia Financial Advisors
Ohio
$252K +$11.8K +43 +4%
HFRG
922
Houlihan Financial Resource Group
Virginia
$249K +$279K +1,016 New
BBA
923
Braun-Bostich & Associates
Pennsylvania
$247K – – –
APW
924
Aurora Private Wealth
New Jersey
$247K +$276K +1,008 New
WPW
925
Waldron Private Wealth
Pennsylvania
$246K +$9.6K +35 +4%
35 36
37
38 39