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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
$920K -$118K -331 -11%
CA
902
Cetera Advisors
Colorado
$919K -$31K -87 -3%
FBT
903
First Bankers Trust
Kentucky
$915K -$123K -344 -11%
WF
904
WoodTrust Financial
Wisconsin
$915K +$8.91K +25 +0.9%
BCM
905
Bayesian Capital Management
New York
$914K +$967K +2,713 New
CAAS
906
Capital Asset Advisory Services
Michigan
$912K +$72.7K +204 +8%
EB
907
Eastern Bank
Massachusetts
$910K -$93K -261 -9%
FG
908
Foster Group
Iowa
$908K -$7.84K -22 -0.8%
TCOO
909
Trust Company of Oklahoma
Oklahoma
$907K +$31K +87 +3%
PTP
910
Platform Technology Partners
New York
$905K +$26K +73 +3%
OWA
911
Outlook Wealth Advisors
Texas
$898K +$356 +1 +0%
PWM
912
Perigon Wealth Management
California
$891K +$13.5K +38 +1%
PK
913
Pflug Koory
Nebraska
$889K -$17.8K -50 -2%
LC
914
Lincoln Capital
Nebraska
$879K +$53.5K +150 +6%
BFEC
915
Benjamin F. Edwards & Company
Missouri
$876K -$1.25M -3,516 -57%
TPW
916
Transatlantique Private Wealth
New York
$875K +$925K +2,595 New
WSFS
917
Wilmington Savings Fund Society
Delaware
$872K -$17.1K -48 -2%
SA
918
SRN Advisors
Pennsylvania
$872K -$152K -426 -14%
HSA
919
HBK Sorce Advisory
Pennsylvania
$871K +$271K +759 +42%
HWMA
920
Heritage Wealth Management (Arizona)
Arizona
$859K -$17.5K -49 -2%
GC
921
Gould Capital
Washington
$857K -$13.2K -37 -1%
RWA
922
Ropes Wealth Advisors
Massachusetts
$847K +$2.85K +8 +0.3%
LWAC
923
Laurel Wealth Advisors (California)
California
$842K +$59.9K +168 +7%
BFM
924
Boston Financial Management
Massachusetts
$840K +$5.35K +15 +0.6%
SIM
925
Sentry Investment Management
Wisconsin
$839K -$173K -486 -16%
35 36
37
38 39