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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1051
Annandale Capital
Texas
$370K – – –
ACA
1052
Anchor Capital Advisors
Massachusetts
$370K +$5K +13 +1%
PFA
1053
Plotkin Financial Advisors
Maryland
$369K – – –
CB
1054
Community Bank
New York
$369K -$38.4K -100 -10%
FHA
1055
First Horizon Advisors
Tennessee
$369K -$17.7K -46 -5%
AIC
1056
Ameritas Investment Company
Nebraska
$367K -$561K -1,461 -91%
SFA
1057
Sequoia Financial Advisors
Ohio
$363K +$5K +13 +1%
HPWM
1058
Highland Private Wealth Management
Washington
$362K +$1.92K +5 +0.6%
MC
1059
Montag & Caldwell
Georgia
$361K -$180K -469 -35%
FG
1060
Fiduciary Group
Georgia
$361K – – –
CAG
1061
Csenge Advisory Group
Florida
$359K +$334K +870 New
FCB
1062
First Command Bank
Texas
$359K +$336K +874 New
FCFS
1063
First Command Financial Services
Texas
$359K +$336K +874 New
FC
1064
Financial Consulate
Maryland
$357K +$43K +112 +15%
COF
1065
Capital One Financial
Virginia
$356K – – –
CM
1066
Capula Management
Cayman Islands
$354K -$168K -437 -34%
DBRC
1067
D.B. Root & Company
Pennsylvania
$354K -$16.1K -42 -5%
VCA
1068
Verdence Capital Advisors
Maryland
$352K +$1.54K +4 +0.5%
APWM
1069
Atlas Private Wealth Management
New York
$346K – – –
SFG
1070
StrategIQ Financial Group
Indiana
$346K – – –
PCM
1071
Penserra Capital Management
California
$345K +$89.5K +233 +38%
MGIA
1072
Matthew Goff Investment Advisor
Texas
$343K – – –
WI
1073
Wintrust Investments
Illinois
$342K – – –
NAG
1074
Northstar Advisory Group
New Jersey
$338K +$48K +125 +18%
CPIG
1075
Chicago Partners Investment Group
Illinois
$336K +$30.4K +79 +11%
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