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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
H
1051
HoyleCohen
California
$263K – – –
PHS
1052
Pekin Hardy Strauss
Illinois
$263K – – –
TI
1053
Truehand Inc
New Hampshire
$263K – – –
TC
1054
Trust Company
Kansas
$263K – – –
JCM
1055
JS Capital Management
New York
$263K +$270K +800 New
IFS
1056
Ifrah Financial Services
Arkansas
$262K -$83.3K -247 -24%
GBT
1057
Grove Bank & Trust
Florida
$262K +$27K +80 +11%
CWM
1058
Connecticut Wealth Management
Connecticut
$259K -$35.1K -104 -12%
RWA
1059
RGT Wealth Advisors
Texas
$256K +$263K +779 New
GA
1060
Geller Advisors
New York
$254K – – –
SB
1061
Strategic Blueprint
Georgia
$254K +$12.8K +38 +5%
AIP
1062
Almanack Investment Partners
Pennsylvania
$253K +$54.6K +162 +27%
FMT
1063
First Mercantile Trust
Tennessee
$250K +$84.3K +250 +49%
VCM
1064
Violich Capital Management
California
$247K – – –
FB
1065
Fulton Bank
Pennsylvania
$246K +$35.4K +105 +16%
CBFP
1066
Cedar Brook Financial Partners
Ohio
$245K -$11.5K -34 -4%
BL
1067
Balentine LLC
Georgia
$245K +$8.1K +24 +3%
PBO
1068
Peoples Bank (Ohio)
Ohio
$244K -$53K -157 -17%
BCM
1069
Buckhead Capital Management
Georgia
$243K +$35.4K +105 +17%
MAM
1070
Magellan Asset Management
Australia
$241K +$199K +589 +406%
BCAM
1071
Boston Common Asset Management
Massachusetts
$240K +$247K +731 New
GKWIM
1072
Gerber Kawasaki Wealth & Investment Management
California
$240K +$247K +731 New
CIS
1073
Capital International Sarl
California
$237K – – –
VC
1074
Vicus Capital
Pennsylvania
$235K -$1.35K -4 -0.6%
FNBT
1075
FineMark National Bank & Trust
Florida
$235K – – –
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