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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
1001
Orion Portfolio Solutions
Nebraska
$524K +$59.8K +138 +13%
GAG
1002
GM Advisory Group
New York
$523K – – –
HAG
1003
HighPoint Advisor Group
Illinois
$521K -$50.3K -116 -9%
SB
1004
Sunflower Bank
Texas
$520K -$23.4K -54 -4%
PP
1005
Patten & Patten
Tennessee
$519K +$1.73K +4 +0.3%
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$518K +$21.2K +49 +4%
TP
1007
Tranquility Partners
Tennessee
$517K +$18.2K +42 +4%
MIC
1008
Meridian Investment Counsel
California
$512K – – –
SSW
1009
Smith Shellnut Wilson
Mississippi
$511K +$1.3K +3 +0.3%
BG
1010
Bellevue Group
Switzerland
$510K – – –
MC
1011
Moors & Cabot
Massachusetts
$506K +$61.1K +141 +13%
RHBC
1012
R.H. Bluestein & Co
Michigan
$506K +$516K +1,191 New
O
1013
Ossiam
France
$505K -$1.42M -3,278 -73%
CA
1014
Centerpoint Advisors
Massachusetts
$499K -$4.33K -10 -0.8%
FAM
1015
Fulcrum Asset Management
United Kingdom
$499K – – –
BCM
1016
BlueCrest Capital Management
Jersey
$499K +$509K +1,174 New
IBOK
1017
Independence Bank of Kentucky
Kentucky
$496K – – –
DLA
1018
Douglas Lane & Associates
New York
$495K +$156K +359 +45%
GM
1019
GeoWealth Management
Illinois
$492K +$502K +1,159 New
RWM
1020
Ritholtz Wealth Management
New York
$488K +$84.9K +196 +21%
IAN
1021
Integrated Advisors Network
Texas
$485K +$48.1K +111 +11%
EF
1022
Empowered Funds
Pennsylvania
$484K +$204K +470 +70%
HWMA
1023
Heritage Wealth Management (Arizona)
Arizona
$483K +$69.3K +160 +16%
AWA
1024
Arete Wealth Advisors
Illinois
$479K +$19.1K +44 +4%
NGA
1025
Naples Global Advisors
Florida
$478K – – –
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