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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
$1.57M +$150K +345 +10%
SIA
927
Schechter Investment Advisors
Michigan
$1.57M +$86.3K +199 +6%
CIG
928
Cullen Investment Group
Louisiana
$1.54M +$73.7K +170 +5%
HAG
929
HighPoint Advisor Group
Illinois
$1.54M +$50.7K +117 +3%
BTW
930
Boston Trust Walden
Massachusetts
$1.53M – – –
IWC
931
Integrated Wealth Concepts
Massachusetts
$1.53M +$131K +303 +9%
GCC
932
Guardian Capital (Canada)
Ontario, Canada
$1.53M +$163K +375 +12%
TW
933
Transform Wealth
Colorado
$1.52M +$867 +2 +0.1%
SFA
934
Souders Financial Advisors
Ohio
$1.52M -$3.47K -8 -0.2%
HSA
935
HBK Sorce Advisory
Pennsylvania
$1.52M +$52.9K +122 +4%
OC
936
Oppenheimer & Co
New York
$1.52M -$197K -455 -11%
QCG
937
Quadrant Capital Group
Ohio
$1.5M +$4.77K +11 +0.3%
BC
938
Broadwater Capital
Massachusetts
$1.5M – – –
TAM
939
Tealwood Asset Management
Minnesota
$1.5M +$9.54K +22 +0.6%
WHCI
940
W.H. Cornerstone Investments
Massachusetts
$1.5M -$21.7K -50 -1%
MWM
941
Mission Wealth Management
California
$1.48M +$628K +1,449 +71%
ONB
942
Old National Bancorp
Indiana
$1.48M -$260K -601 -15%
SFG
943
Snider Financial Group
Washington
$1.48M +$198K +456 +15%
WA
944
Wealth Alliance
New York
$1.46M -$127K -292 -8%
RMDI
945
R.M. Davis Inc
Maine
$1.46M -$37.3K -86 -2%
RMCM
946
Reynders McVeigh Capital Management
Massachusetts
$1.46M -$2.17K -5 -0.1%
VFA
947
Voya Financial Advisors
Connecticut
$1.46M -$65.9K -152 -4%
QWM
948
Quadcap Wealth Management
Texas
$1.46M -$93.2K -215 -6%
FFA
949
Farther Finance Advisors
California
$1.45M -$514K -1,186 -26%
NPA
950
Nichols & Pratt Advisers
Massachusetts
$1.44M -$179K -414 -11%
36 37
38
39 40