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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
901
CPWM LLC
Washington
$399K +$10.8K +36 +3%
CCT
902
Country Club Trust
Missouri
$398K -$13.5K -45 -4%
MIC
903
Meridian Investment Counsel
California
$397K – – –
IAN
904
Integrated Advisors Network
Texas
$396K +$301 +1 +0.1%
SBWM
905
Sunflower Bank Wealth Management
Arizona
$395K – – –
EC
906
Estate Counselors
Wisconsin
$395K +$361K +1,200 New
TCM
907
Tuttle Capital Management
Connecticut
$387K +$354K +1,176 New
KFA
908
Krane Funds Advisors
New York
$385K -$192K -639 -35%
IC
909
Intersect Capital
California
$385K -$21K -70 -6%
AGM
910
Alpine Global Management
New York
$385K -$18.3K -61 -5%
IBOK
911
Independence Bank of Kentucky
Kentucky
$385K – – –
HB
912
Homrich & Berg
Georgia
$384K +$1.5K +5 +0.4%
HIIFS
913
Harel Insurance Investments & Financial Services
Israel
$377K +$90.2K +300 +36%
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$372K -$4.81K -16 -1%
MMG
915
Monetary Management Group
Missouri
$372K – – –
WA
916
Waddell & Associates
Tennessee
$371K +$338K +1,125 New
AWM
917
Altium Wealth Management
New York
$367K +$35.8K +119 +12%
ST
918
Smithfield Trust
Pennsylvania
$367K +$91.1K +303 +37%
SIAS
919
Shine Investment Advisory Services
Colorado
$366K – – –
WPW
920
Waldron Private Wealth
Pennsylvania
$358K +$24.4K +81 +8%
NFG
921
Next Financial Group
Texas
$355K -$243K -808 -43%
SIM
922
Sadoff Investment Management
Wisconsin
$354K – – –
IFS
923
Ifrah Financial Services
Arkansas
$353K -$4.81K -16 -1%
ECM
924
Elgethun Capital Management
South Dakota
$353K – – –
ACA
925
Anchor Capital Advisors
Massachusetts
$352K -$36.1K -120 -10%
35 36
37
38 39