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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1001
American Research & Management Company
Massachusetts
$82K – – –
CYG
1002
Clean Yield Group
Vermont
$82K – – –
ETC
1003
Exchange Traded Concepts
Oklahoma
$81K +$77.2K +297 New
AWM
1004
Atticus Wealth Management
Florida
$79K +$75.1K +289 New
WB
1005
Webster Bank
Connecticut
$76K – – –
OC
1006
Oakworth Capital
Alabama
$75K – – –
IIA
1007
ICW Investment Advisors
Arizona
$73K +$69.4K +267 New
WPA
1008
West Paces Advisors
Georgia
$71.8K – – –
PCM
1009
Penserra Capital Management
California
$68K +$13.3K +51 +28%
MAM
1010
Magellan Asset Management
Australia
$65K – – –
BCA
1011
Berman Capital Advisors
Georgia
$63K – – –
PMFA
1012
Plante Moran Financial Advisors
Michigan
$63K +$12.5K +48 +26%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$60K +$4.16K +16 +8%
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$58K +$55.6K +214 New
CAL
1015
Capital Analysts LLC
Pennsylvania
$57K – – –
IUHSA
1016
Itau Unibanco Holding S.A.
Brazil
$55K +$52.2K +201 New
CT
1017
Caldwell Trust
Florida
$54.6K +$52K +200 New
LWA
1018
Lenox Wealth Advisors
New York
$52K +$4.16K +16 +9%
HGWM
1019
Harvest Group Wealth Management
Massachusetts
$49K -$520 -2 -1%
LB
1020
Legacy Bridge
Iowa
$48K – – –
CHA
1021
Carmichael Hill & Associates
Maryland
$46K +$43.4K +167 New
EWA
1022
Evolution Wealth Advisors
Florida
$45K +$34.8K +134 +432%
RIA
1023
Realta Investment Advisors
Delaware
$44K -$24.9K -96 -36%
KTC
1024
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
RFA
1025
Reilly Financial Advisors
California
$44K – – –
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