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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
976
Carroll Financial Associates
North Carolina
$286K -$55.9K -186 -18%
SFA
977
Sequoia Financial Advisors
Ohio
$286K -$48.7K -162 -16%
COF
978
Capital One Financial
Virginia
$286K – – –
VCM
979
Versant Capital Management
Arizona
$286K +$2.1K +7 +0.8%
SFS
980
Sowell Financial Services
Arkansas
$280K -$492K -1,636 -66%
SNT
981
Security National Trust
West Virginia
$280K – – –
VCM
982
Violich Capital Management
California
$280K – – –
MC
983
Moors & Cabot
Massachusetts
$279K +$255K +847 New
SFG
984
StrategIQ Financial Group
Indiana
$278K – – –
APWM
985
Atlas Private Wealth Management
New York
$277K – – –
MGIA
986
Matthew Goff Investment Advisor
Texas
$275K – – –
WSTAM
987
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$4.51K +15 +2%
FCH
988
Freestone Capital Holdings
Washington
$271K -$71.6K -238 -22%
FI
989
Fosun International
China
$270K – – –
RZH
990
Relyea Zuckerberg Hanson
Connecticut
$264K -$8.42K -28 -3%
TI
991
Truehand Inc
New Hampshire
$264K – – –
TC
992
Trust Company
Kansas
$264K – – –
ACM
993
Avalon Capital Management
California
$264K +$241K +800 New
H
994
HoyleCohen
California
$264K +$241K +800 New
PHS
995
Pekin Hardy Strauss
Illinois
$264K +$241K +800 New
PA
996
Procyon Advisors
Connecticut
$263K -$26.5K -88 -10%
FG
997
Fiduciary Group
Georgia
$263K +$240K +797 New
FNT
998
First National Trust
Pennsylvania
$263K +$240K +797 New
MAM
999
Meeder Asset Management
Ohio
$260K +$47.5K +158 +25%
CBFP
1000
Cedar Brook Financial Partners
Ohio
$258K +$235K +783 New
38 39
40
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