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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1076
Naples Global Advisors
Florida
$531K – – –
WA
1077
Waddell & Associates
Tennessee
$531K – – –
IWC
1078
Integrated Wealth Concepts
Massachusetts
$531K +$83.3K +182 +19%
CS
1079
Cannell & Spears
New York
$530K – – –
GM
1080
GeoWealth Management
Illinois
$528K -$17.8K -39 -3%
CFG
1081
Cooper Financial Group
California
$524K +$48.5K +106 +11%
NP
1082
Ninepoint Partners
Ontario, Canada
$522K – – –
CHC
1083
City Holding Co
West Virginia
$521K +$307K +672 +94%
FC
1084
Financial Consulate
Maryland
$520K +$56.7K +124 +13%
BOS
1085
Bank of Stockton
California
$519K – – –
RGF
1086
Retirement Guys Formula
Ohio
$508K +$492K +1,076 New
FNBOH
1087
First National Bank of Hutchinson
Kansas
$507K +$9.61K +21 +2%
MCM
1088
Mendel Capital Management
Arkansas
$506K +$490K +1,071 New
SBIA
1089
Sheaff Brock Investment Advisors
Indiana
$505K +$915 +2 +0.2%
SDAM
1090
Shulman DeMeo Asset Management
New York
$505K +$489K +1,070 New
JCM
1091
Janney Capital Management
Pennsylvania
$504K – – –
SIM
1092
Sadoff Investment Management
Wisconsin
$502K -$5.03K -11 -1%
FAM
1093
Fulcrum Asset Management
United Kingdom
$499K – – –
ECM
1094
Elgethun Capital Management
South Dakota
$495K +$457 +1 +0.1%
WP
1095
WealthShield Partners
North Carolina
$495K +$27.9K +61 +6%
HT
1096
Heritage Trust
Oklahoma
$494K – – –
SWP
1097
Strategic Wealth Partners
Ohio
$488K +$18.3K +40 +4%
PTC
1098
Philadelphia Trust Company
Pennsylvania
$484K – – –
PI
1099
Putnam Investments
Massachusetts
$482K -$215M -470,122 -100%
DIA
1100
Dana Investment Advisors
Wisconsin
$481K -$21.5K -47 -4%
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