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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1001
GYL Financial Synergies
Connecticut
$695K -$68.6K -150 -9%
FAIM
1002
Financial Advocates Investment Management
Washington
$693K +$99.7K +218 +17%
HH
1003
HWG Holdings
Texas
$691K +$670K +1,465 New
OIA
1004
OneDigital Investment Advisors
Kansas
$689K +$190K +416 +40%
VWA
1005
V Wealth Advisors
Kansas
$688K -$26.5K -58 -4%
SC
1006
Savant Capital
Illinois
$686K +$45.7K +100 +7%
PFBT
1007
Parkside Financial Bank & Trust
Missouri
$685K -$16K -35 -2%
GFP
1008
Gryphon Financial Partners
Ohio
$680K +$2.29K +5 +0.3%
EI
1009
Ellevest Inc
New York
$680K +$83.3K +182 +14%
HWA
1010
Heritage Wealth Advisors
Virginia
$674K – – –
HCM
1011
Helios Capital Management
Singapore
$673K +$652K +1,425 New
P
1012
Pitcairn
Pennsylvania
$672K -$2.29K -5 -0.3%
DCM
1013
Donaldson Capital Management
Indiana
$668K -$526K -1,150 -45%
HIIFS
1014
Harel Insurance Investments & Financial Services
Israel
$666K +$356K +779 +122%
SFSG
1015
Sound Financial Strategies Group
Mississippi
$665K -$21.5K -47 -3%
WA
1016
Wambolt & Associates
Colorado
$664K +$2.29K +5 +0.4%
PI
1017
PEAK6 Investments
Illinois
$664K +$642K +1,404 +46,800%
WSTAM
1018
Wilbanks Smith & Thomas Asset Management
Virginia
$661K +$1.83K +4 +0.3%
TBA
1019
Tower Bridge Advisors
Pennsylvania
$661K +$45.7K +100 +8%
BONH
1020
Bank of New Hampshire
New Hampshire
$658K – – –
RWM
1021
Ritholtz Wealth Management
New York
$656K +$110K +240 +21%
ALAM
1022
Asahi Life Asset Management
Japan
$656K +$284K +620 +81%
CG
1023
Cutler Group
California
$655K -$4.44M -9,700 -87%
BHTS
1024
Bar Harbor Trust Services
Maine
$654K – – –
SCA
1025
Snowden Capital Advisors
New York
$653K -$622K -1,360 -50%
39 40
41
42 43