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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1001
Leelyn Smith
Illinois
$89K -$1.07M -3,899 -91%
BCA
1002
Berman Capital Advisors
Georgia
$86K +$33.5K +122 +53%
PMFA
1003
Plante Moran Financial Advisors
Michigan
$85K +$32.1K +117 +51%
CB
1004
CNB Bank
Pennsylvania
$84K +$71.3K +260 +306%
RDWM
1005
Red Door Wealth Management
Tennessee
$84K +$94.4K +344 New
EDRH
1006
Edmond de Rothschild Holding
Switzerland
$81K +$90.5K +330 New
GWM
1007
Geneos Wealth Management
Colorado
$79K – – –
CTB
1008
Country Trust Bank
Illinois
$78K – – –
HDIM
1009
Hanson & Doremus Investment Management
Vermont
$74K +$82.3K +300 New
AWM
1010
Atticus Wealth Management
Florida
$73K +$2.47K +9 +3%
WB
1011
Webster Bank
Connecticut
$68K – – –
AIC
1012
Ameritas Investment Company
Nebraska
$68K +$42.5K +155 +126%
OSAM
1013
O'Shaughnessy Asset Management
Connecticut
$63K -$101K -370 -59%
BII
1014
Bainco International Investors
Massachusetts
$62K +$69.7K +254 New
CYG
1015
Clean Yield Group
Vermont
$61K -$13.7K -50 -17%
IUHSA
1016
Itau Unibanco Holding S.A.
Brazil
$58K +$10.1K +37 +18%
WPA
1017
West Paces Advisors
Georgia
$57.3K -$7.96K -29 -11%
FHA
1018
First Horizon Advisors
Tennessee
$56K +$56.2K +205 +759%
LWA
1019
Lenox Wealth Advisors
New York
$54K +$7.96K +29 +15%
PCG
1020
Private Capital Group
Connecticut
$52K -$64.2K -234 -52%
TWA
1021
TCI Wealth Advisors
Arizona
$52K -$45K -164 -44%
ZB
1022
Zions Bancorporation
Utah
$51K -$48.8K -178 -46%
CAL
1023
Capital Analysts LLC
Pennsylvania
$51K – – –
HWA
1024
HHM Wealth Advisors
Tennessee
$51K +$56.8K +207 New
FRA
1025
Front Row Advisors
California
$50K +$46.9K +171 New
39 40
41
42 43