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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
976
TrueWealth LLC
Georgia
$171K – – –
OSAM
977
O'Shaughnessy Asset Management
Connecticut
$171K +$156K +601 +2,404%
BFEC
978
Benjamin F. Edwards & Company
Missouri
$168K – – –
VFA
979
Valeo Financial Advisors
Indiana
$165K +$23.9K +92 +18%
BCP
980
Blue Chip Partners
Michigan
$163K +$155K +598 New
IFAM
981
Institutional & Family Asset Management
Colorado
$158K -$6.5K -25 -4%
PCM
982
Prelude Capital Management
New York
$154K -$347K -1,335 -70%
HI
983
Human Investing
Oregon
$153K +$18.7K +72 +15%
AP
984
Advisors Preferred
Maryland
$141K +$134K +517 New
CIA
985
CSat Investment Advisory
Michigan
$137K +$17.7K +68 +16%
AIM
986
AIA Investment Management
Singapore
$135K +$53K +204 +70%
THWM
987
Taylor Hoffman Wealth Management
Virginia
$132K +$33.3K +128 +36%
PCG
988
Private Capital Group
Connecticut
$122K +$17.9K +69 +18%
OPS
989
Orion Portfolio Solutions
Nebraska
$112K +$107K +410 New
MAM
990
Meeder Asset Management
Ohio
$110K +$17.4K +67 +20%
ZB
991
Zions Bancorporation
Utah
$105K +$4.94K +19 +5%
CIM
992
Contravisory Investment Management
Massachusetts
$103K +$19.2K +74 +24%
TWA
993
TCI Wealth Advisors
Arizona
$103K +$42.6K +164 +77%
NSIM
994
North Star Investment Management
Illinois
$101K – – –
BL
995
Balentine LLC
Georgia
$94K +$79.8K +307 +830%
FDCDDQ
996
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92K -$4.94K -19 -5%
GWM
997
Geneos Wealth Management
Colorado
$90K – – –
CTB
998
Country Trust Bank
Illinois
$87K – – –
AWM
999
Avior Wealth Management
Nebraska
$83K – – –
ARMC
1000
American Research & Management Company
Massachusetts
$82K – – –
38 39
40
41 42