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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1001
Venturi Wealth Management
Texas
$916K +$102K +251 +13%
CC
1002
Caxton Corporation
New Jersey
$912K -$10.6K -26 -1%
PSUF
1003
People's United Financial
Connecticut
$907K +$244K +600 +37%
CFCI
1004
Comprehensive Financial Consultants Institutional
Indiana
$905K +$1.07M +2,618 New
PFS
1005
Prospera Financial Services
Texas
$902K +$68K +167 +8%
AI
1006
AdvisorShares Investments
Maryland
$900K -$871K -2,139 -49%
IC
1007
Intersect Capital
California
$899K +$339K +832 +61%
ZCA
1008
Zeke Capital Advisors
Pennsylvania
$899K +$716K +1,759 +408%
HH
1009
Hilltop Holdings
Texas
$895K -$396K -973 -31%
HCWM
1010
Harrison & Co Wealth Management
Virginia
$895K +$22.4K +55 +3%
OIA
1011
OneDigital Investment Advisors
Kansas
$895K +$294K +722 +49%
RA
1012
RiverPark Advisors
New York
$894K -$81.5K -200 -8%
PFG
1013
PAX Financial Group
Texas
$888K +$55.8K +137 +7%
TAM
1014
Trillium Asset Management
Massachusetts
$887K +$13.4K +33 +2%
HBT
1015
Heartland Bank & Trust
Illinois
$887K +$360K +883 +69%
CFFP
1016
Center for Financial Planning
Michigan
$885K +$268K +658 +44%
SFA
1017
Sequoia Financial Advisors
Ohio
$883K +$470K +1,154 +115%
GDP
1018
Great Diamond Partners
Maine
$879K +$4.48K +11 +0.5%
HWM
1019
HB Wealth Management
Georgia
$879K +$88K +216 +11%
LNC
1020
Lincoln National Corp
Pennsylvania
$876K +$19.1K +47 +2%
SS
1021
Simplicity Solutions
Minnesota
$868K -$466K -1,145 -35%
GWA
1022
GGM Wealth Advisors
Maryland
$865K +$892K +2,190 New
TW
1023
Transform Wealth
Colorado
$859K +$183K +450 +27%
WJWM
1024
Williams Jones Wealth Management
New York
$858K +$486K +1,193 +133%
TAM
1025
Townsend Asset Management
North Carolina
$857K – – –
39 40
41
42 43