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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
B
976
Bailard
California
– -$239K -1,222 Closed
AFG
977
Albion Financial Group
Utah
– -$229K -1,170 Closed
HFM
978
Harvest Fund Management
China
– -$226K -1,155 Closed
MWM
979
Meridian Wealth Management
Kentucky
– -$220K -1,125 Closed
SICM
980
Sustainable Insight Capital Management
New York
– -$219K -1,123 Closed
DWM
981
Dorchester Wealth Management
Quebec, Canada
– -$215K -1,100 Closed
HCM
982
Harvest Capital Management
New Hampshire
– -$215K -1,100 Closed
IC
983
Intersect Capital
California
– -$212K -1,087 Closed
SIM
984
Sadoff Investment Management
Wisconsin
– -$210K -1,074 Closed
FRM
985
Fox Run Management
Connecticut
– -$209K -1,072 Closed
JCM
986
Janney Capital Management
Pennsylvania
– -$208K -1,067 Closed
EFS
987
Essex Financial Services
Connecticut
– -$208K -1,064 Closed
WP
988
WealthSource Partners
California
– -$204K -1,043 Closed
BB
989
Busey Bank
Illinois
– -$202K -1,035 Closed
GAG
990
GM Advisory Group
New York
– -$202K -1,033 Closed
FAIM
991
Financial Advocates Investment Management
Washington
– -$201K -1,032 Closed
AR
992
Advisory Research
Illinois
– -$200K -1,026 Closed
WSTAM
993
Wilbanks Smith & Thomas Asset Management
Virginia
– -$122K -623 Closed
GP
994
Girard Partners
Pennsylvania
– -$97K -500 Closed
ML
995
McAdam LLC
Pennsylvania
– -$78K -399 Closed
IFAM
996
Institutional & Family Asset Management
Colorado
– -$54K -275 Closed
EA
997
Elm Advisors
California
– -$52K -265 Closed
SWP
998
Stratos Wealth Partners
Ohio
– -$51K -262 Closed
GCM
999
Gables Capital Management
Florida
– -$39K -200 Closed
APP
1000
Avantax Planning Partners
Iowa
– -$25K -130 Closed
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40
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