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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1051
Global Retirement Partners
California
$1.28M +$1.21M +2,431 New
WS
1052
Wedbush Securities
California
$1.28M +$138K +277 +13%
SFP
1053
Shepherd Financial Partners
Massachusetts
$1.28M +$8.48K +17 +0.7%
CAM
1054
Congress Asset Management
Massachusetts
$1.28M – – –
RIA
1055
Regal Investment Advisors
Michigan
$1.27M +$59.9K +120 +5%
GFP
1056
Gryphon Financial Partners
Ohio
$1.27M +$227K +455 +23%
CBUSF
1057
Construction & Building Unions Superannuation Fund
Australia
$1.27M +$99.8K +200 +9%
VWM
1058
Venturi Wealth Management
Texas
$1.26M -$57.9K -116 -5%
AF
1059
Advisornet Financial
Minnesota
$1.26M -$92.3K -185 -7%
WSFS
1060
Wilmington Savings Fund Society
Delaware
$1.25M -$853K -1,710 -42%
GM
1061
GeoWealth Management
Illinois
$1.25M -$584K -1,171 -33%
DL
1062
DOHJ LLC
Washington
$1.25M -$1.16M -2,332 -47%
LC
1063
Lincoln Capital
Nebraska
$1.24M – – –
BAAM
1064
Baker Avenue Asset Management
California
$1.23M -$112K -225 -9%
AG
1065
Algert Global
California
$1.23M -$545K -1,092 -32%
PWPS
1066
Pinnacle Wealth Planning Services
Ohio
$1.23M +$24.5K +49 +2%
FNC
1067
First National Corp
Massachusetts
$1.23M -$499 -1 -0%
GWM
1068
Geneos Wealth Management
Colorado
$1.22M +$48.4K +97 +4%
GA
1069
GSG Advisors
New Jersey
$1.22M -$18K -36 -2%
RAM
1070
Ramirez Asset Management
New York
$1.21M – – –
SC
1071
Sepio Capital
Utah
$1.21M +$369K +740 +48%
BHPW
1072
Beverly Hills Private Wealth
California
$1.2M -$58.4K -117 -5%
BWP
1073
Barlow Wealth Partners
Kentucky
$1.2M -$71.4K -143 -6%
HR
1074
Howe & Rusling
New York
$1.19M +$21K +42 +2%
MP
1075
McDonald Partners
Ohio
$1.18M +$24.5K +49 +2%
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