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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSM
976
CAMG Solamere Management
North Carolina
– -$248K -1,260 Closed
B
977
Bailard
California
– -$239K -1,222 Closed
AFG
978
Albion Financial Group
Utah
– -$229K -1,170 Closed
HFM
979
Harvest Fund Management
China
– -$226K -1,155 Closed
MWM
980
Meridian Wealth Management
Kentucky
– -$220K -1,125 Closed
SICM
981
Sustainable Insight Capital Management
New York
– -$219K -1,123 Closed
DWM
982
Dorchester Wealth Management
Quebec, Canada
– -$215K -1,100 Closed
HCM
983
Harvest Capital Management
New Hampshire
– -$215K -1,100 Closed
IC
984
Intersect Capital
California
– -$212K -1,087 Closed
SIM
985
Sadoff Investment Management
Wisconsin
– -$210K -1,074 Closed
FRM
986
Fox Run Management
Connecticut
– -$209K -1,072 Closed
JCM
987
Janney Capital Management
Pennsylvania
– -$208K -1,067 Closed
EFS
988
Essex Financial Services
Connecticut
– -$208K -1,064 Closed
WP
989
WealthSource Partners
California
– -$204K -1,043 Closed
BB
990
Busey Bank
Illinois
– -$202K -1,035 Closed
GAG
991
GM Advisory Group
New York
– -$202K -1,033 Closed
FAIM
992
Financial Advocates Investment Management
Washington
– -$201K -1,032 Closed
AR
993
Advisory Research
Illinois
– -$200K -1,026 Closed
WSTAM
994
Wilbanks Smith & Thomas Asset Management
Virginia
– -$122K -623 Closed
GP
995
Girard Partners
Pennsylvania
– -$97K -500 Closed
ML
996
McAdam LLC
Pennsylvania
– -$78K -399 Closed
IFAM
997
Institutional & Family Asset Management
Colorado
– -$54K -275 Closed
EA
998
Elm Advisors
California
– -$52K -265 Closed
SWP
999
Stratos Wealth Partners
Ohio
– -$51K -262 Closed
GCM
1000
Gables Capital Management
Florida
– -$39K -200 Closed
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40
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