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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1076
Horizon Bancorp
Indiana
$199K -$11.3K -32 -5%
FPA
1077
First Pacific Advisors
California
$198K – – –
FCH
1078
Freestone Capital Holdings
Washington
$190K -$105K -297 -36%
AIM
1079
AIA Investment Management
Singapore
$190K +$49.4K +140 +36%
CSPIA
1080
Cary Street Partners Investment Advisory
Virginia
$190K +$186K +527 New
BBA
1081
Braun-Bostich & Associates
Pennsylvania
$177K -$198K -560 -53%
FMT
1082
First Mercantile Trust
Tennessee
$177K -$28.2K -80 -14%
ETC
1083
Exchange Traded Concepts
Oklahoma
$171K +$93.8K +266 +127%
HI
1084
Human Investing
Oregon
$170K -$44.1K -125 -21%
HI
1085
Hendershot Investments
Virginia
$169K -$81.1K -230 -33%
LTI
1086
Laffer Tengler Investments
Tennessee
$167K – – –
LC
1087
Lindbrook Capital
California
$161K -$66.3K -188 -30%
PFS
1088
Prospera Financial Services
Texas
$159K -$548K -1,553 -78%
PCM
1089
Penserra Capital Management
California
$159K -$220K -623 -58%
BCA
1090
Berman Capital Advisors
Georgia
$147K -$3.53K -10 -2%
BWM
1091
BNC Wealth Management
Oregon
$147K +$144K +408 New
NIM
1092
NuWave Investment Management
New Jersey
$144K +$108K +307 +330%
AWM
1093
Avior Wealth Management
Nebraska
$134K – – –
CB
1094
CNB Bank
Pennsylvania
$127K -$10.2K -29 -8%
PCG
1095
Private Capital Group
Connecticut
$120K +$2.47K +7 +2%
CMBA
1096
C.M. Bidwell & Associates
Hawaii
$119K -$20.1K -57 -15%
CTB
1097
Country Trust Bank
Illinois
$115K – – –
GWM
1098
Geneos Wealth Management
Colorado
$111K -$18K -51 -14%
BFEC
1099
Benjamin F. Edwards & Company
Missouri
$109K -$16.9K -48 -14%
PWMG
1100
Prestige Wealth Management Group
New Jersey
$109K +$45.5K +129 +74%
42 43
44
45 46