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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
926
Janney Capital Management
Pennsylvania
$352K – – –
IF
927
Intrua Financial
Texas
$352K +$297K +988 New
EDRH
928
Edmond de Rothschild Holding
Switzerland
$351K +$221K +735 +223%
PCM
929
Penserra Capital Management
California
$350K -$85.4K -284 -21%
GC
930
Gilbert & Cook
Iowa
$350K +$22.3K +74 +7%
SDAM
931
Shulman DeMeo Asset Management
New York
$349K +$601 +2 +0.2%
BBA
932
Braun-Bostich & Associates
Pennsylvania
$347K – – –
AO
933
Advisor OS
Illinois
$347K +$316K +1,052 New
CIC
934
Carnegie Investment Counsel
Ohio
$346K – – –
HT
935
Heritage Trust
Oklahoma
$346K – – –
CA
936
Cetera Advisors
Colorado
$346K +$4.51K +15 +1%
VWA
937
V Wealth Advisors
Kansas
$346K +$315K +1,049 New
MFG
938
Magnus Financial Group
New York
$343K – – –
PIA
939
Pinion Investment Advisors
Kansas
$339K +$309K +1,029 New
DC
940
Davenport & Co
Virginia
$337K -$22.9K -76 -7%
HAG
941
HighPoint Advisor Group
Illinois
$335K +$50.8K +169 +20%
DBRC
942
D.B. Root & Company
Pennsylvania
$332K -$5.71K -19 -2%
FAAS
943
First Allied Advisory Services
California
$329K -$55K -183 -15%
ACM
944
Ayrshire Capital Management
Connecticut
$329K – – –
CB
945
Community Bank
New York
$329K – – –
MA
946
Montag & Associates
Georgia
$329K – – –
SIA
947
Starfire Investment Advisers
Michigan
$329K – – –
SL
948
Stevard LLC
Illinois
$324K +$296K +984 New
EI
949
Ellevest Inc
New York
$322K +$30.4K +101 +12%
JSC
950
Jackson Square Capital
California
$320K -$75.2K -250 -20%
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