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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1001
Berman Capital Advisors
Georgia
$86K +$33.5K +122 +53%
PMFA
1002
Plante Moran Financial Advisors
Michigan
$85K +$32.1K +117 +51%
CB
1003
CNB Bank
Pennsylvania
$84K +$71.3K +260 +306%
RDWM
1004
Red Door Wealth Management
Tennessee
$84K +$94.4K +344 New
EDRH
1005
Edmond de Rothschild Holding
Switzerland
$81K +$90.5K +330 New
GWM
1006
Geneos Wealth Management
Colorado
$79K – – –
CTB
1007
Country Trust Bank
Illinois
$78K – – –
HDIM
1008
Hanson & Doremus Investment Management
Vermont
$74K +$82.3K +300 New
AWM
1009
Atticus Wealth Management
Florida
$73K +$2.47K +9 +3%
WB
1010
Webster Bank
Connecticut
$68K – – –
AIC
1011
Ameritas Investment Company
Nebraska
$68K +$42.5K +155 +126%
OSAM
1012
O'Shaughnessy Asset Management
Connecticut
$63K -$101K -370 -59%
BII
1013
Bainco International Investors
Massachusetts
$62K +$69.7K +254 New
CYG
1014
Clean Yield Group
Vermont
$61K -$13.7K -50 -17%
IUHSA
1015
Itau Unibanco Holding S.A.
Brazil
$58K +$10.1K +37 +18%
WPA
1016
West Paces Advisors
Georgia
$57.3K -$7.96K -29 -11%
FHA
1017
First Horizon Advisors
Tennessee
$56K +$56.2K +205 +759%
LWA
1018
Lenox Wealth Advisors
New York
$54K +$7.96K +29 +15%
PCG
1019
Private Capital Group
Connecticut
$52K -$64.2K -234 -52%
TWA
1020
TCI Wealth Advisors
Arizona
$52K -$45K -164 -44%
ZB
1021
Zions Bancorporation
Utah
$51K -$48.8K -178 -46%
CAL
1022
Capital Analysts LLC
Pennsylvania
$51K – – –
HWA
1023
HHM Wealth Advisors
Tennessee
$51K +$56.8K +207 New
FRA
1024
Front Row Advisors
California
$50K +$46.9K +171 New
CT
1025
Caldwell Trust
Florida
$49K – – –
39 40
41
42 43