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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
1051
First National Bank of Omaha
Nebraska
$204K +$186K +620 New
IFAM
1052
Institutional & Family Asset Management
Colorado
$203K +$3.01K +10 +2%
BPA
1053
Beacon Pointe Advisors
California
$202K +$184K +613 New
BDF
1054
Balasa Dinverno & Foltz
$201K +$183K +610 New
HI
1055
Human Investing
Oregon
$196K +$32.5K +108 +22%
FMT
1056
First Mercantile Trust
Tennessee
$194K +$177K +590 New
HB
1057
Horizon Bancorp
Indiana
$192K -$46.3K -154 -21%
JCM
1058
Jacobi Capital Management
Pennsylvania
$185K +$4.51K +15 +3%
FPA
1059
First Pacific Advisors
California
$181K +$165K +550 New
RA
1060
Rational Advisors
New York
$176K -$4.81K -16 -3%
FHA
1061
First Horizon Advisors
Tennessee
$173K +$88.4K +294 +127%
CFGS
1062
Concourse Financial Group Securities
Alabama
$171K -$204K -680 -57%
VFA
1063
Valeo Financial Advisors
Indiana
$169K +$7.22K +24 +5%
LWM
1064
Lenox Wealth Management
Ohio
$163K +$149K +497 New
LTI
1065
Laffer Tengler Investments
Tennessee
$152K +$139K +462 New
BCA
1066
Berman Capital Advisors
Georgia
$136K +$19.2K +64 +18%
BCP
1067
Blue Chip Partners
Michigan
$131K +$120K +398 New
C
1068
Cerebellum
California
$129K +$229K +762 New
CMBA
1069
C.M. Bidwell & Associates
Hawaii
$128K -$29.8K -99 -20%
AIM
1070
AIA Investment Management
Singapore
$127K -$54.1K -180 -32%
CB
1071
CNB Bank
Pennsylvania
$126K +$11.1K +37 +11%
AWM
1072
Avior Wealth Management
Nebraska
$122K – – –
LS
1073
Leelyn Smith
Illinois
$120K – – –
GWM
1074
Geneos Wealth Management
Colorado
$117K +$10.5K +35 +11%
BFEC
1075
Benjamin F. Edwards & Company
Missouri
$115K -$6.01K -20 -5%
41 42
43
44 45