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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HLOC
901
H.L. Ormond & Company
North Carolina
$1.26M +$1.25M +3,061 New
FBT
902
First Bankers Trust
Kentucky
$1.25M +$33K +81 +3%
BFA
903
Beaumont Financial Advisors
Massachusetts
$1.25M +$82.3K +202 +7%
GFPC
904
Global Financial Private Client
Florida
$1.24M +$136K +333 +12%
SA
905
SRN Advisors
Pennsylvania
$1.24M +$13K +32 +1%
KPW
906
Kore Private Wealth
New York
$1.23M +$22.8K +56 +2%
AF
907
Advisornet Financial
Minnesota
$1.23M +$255K +625 +26%
FMAEN1
908
Fund Management at Engine No 1
California
$1.23M +$1.22M +2,999 New
OIS
909
Okabena Investment Services
Minnesota
$1.22M +$949K +2,331 +360%
SIM
910
Sentry Investment Management
Wisconsin
$1.22M +$244K +598 +25%
EB
911
Eastern Bank
Massachusetts
$1.22M +$42K +103 +4%
TC
912
Tatro Capital
Kentucky
$1.2M – – –
MG
913
Mather Group
Illinois
$1.2M +$1.19M +2,931 New
SDIC
914
South Dakota Investment Council
South Dakota
$1.2M +$1.19M +2,918 New
DWM
915
Darwin Wealth Management
Florida
$1.2M -$50.1K -123 -4%
OC
916
Oppenheimer & Co
New York
$1.19M -$346K -849 -23%
SIA
917
Schechter Investment Advisors
Michigan
$1.19M +$93.3K +229 +9%
QCG
918
Quadrant Capital Group
Ohio
$1.18M +$252K +618 +28%
SPC
919
Sigma Planning Corp
Michigan
$1.17M +$128K +314 +12%
FPCP
920
Fort Point Capital Partners
California
$1.17M +$135K +332 +13%
ARI
921
Applied Research Investments
Delaware
$1.16M -$4.1M -10,060 -78%
MSAM
922
Moloney Securities Asset Management
Missouri
$1.16M +$286K +702 +33%
CCA
923
Conestoga Capital Advisors
Pennsylvania
$1.16M +$1.15M +2,822 New
IWC
924
Integrated Wealth Concepts
Massachusetts
$1.16M +$691K +1,696 +151%
CA
925
Cetera Advisors
Colorado
$1.15M +$333K +817 +41%
35 36
37
38 39