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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
951
Tower Bridge Advisors
Pennsylvania
$534K – – –
BCM
952
Brookstone Capital Management
Illinois
$533K +$501K +1,304 New
SS
953
Sunbelt Securities
Texas
$529K +$9.61K +25 +2%
MCM
954
Marsico Capital Management
Colorado
$525K -$10M -26,117 -95%
SB
955
Sunflower Bank
Texas
$525K – – –
TCOO
956
Trust Company of Oklahoma
Oklahoma
$525K +$491K +1,278 New
ST
957
Smithfield Trust
Pennsylvania
$522K +$3.84K +10 +0.8%
IC
958
Intersect Capital
California
$521K +$5.38K +14 +1%
SS
959
Simplicity Solutions
Minnesota
$521K +$117K +305 +32%
NP
960
Ninepoint Partners
Ontario, Canada
$520K +$487K +1,267 New
WP
961
WealthShield Partners
North Carolina
$513K +$23.4K +61 +5%
PP
962
Palladium Partners
Virginia
$509K +$1.54K +4 +0.3%
PP
963
Prudential plc
United Kingdom
$509K +$476K +1,239 New
CCT
964
Country Club Trust
Missouri
$508K – – –
RSS
965
Rosenblum Silverman Sutton
California
$508K – – –
GAG
966
GM Advisory Group
New York
$506K – – –
CCM
967
Coldstream Capital Management
Washington
$503K +$38K +99 +9%
GFP
968
Gryphon Financial Partners
Ohio
$502K -$23.8K -62 -4%
PA
969
Procyon Advisors
Connecticut
$502K +$65.3K +170 +16%
CA
970
Continuum Advisory
Idaho
$502K +$470K +1,222 New
GDP
971
Great Diamond Partners
Maine
$501K +$1.54K +4 +0.3%
PP
972
Patten & Patten
Tennessee
$500K -$423K -1,100 -47%
MIC
973
Meridian Investment Counsel
California
$495K – – –
CCG
974
Chatham Capital Group
Georgia
$495K +$88.4K +230 +24%
BG
975
Bellevue Group
Switzerland
$493K – – –
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