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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1076
Foundations Investment Advisors
Arizona
$709K +$745K +1,829 New
BFM
1077
Boothbay Fund Management
New York
$708K -$864K -2,121 -55%
FI
1078
Fosun International
China
$707K +$201K +493 +41%
YIH
1079
Y-Intercept (HK)
Hong Kong
$706K +$701K +1,721 New
BFPW
1080
BOK Financial Private Wealth
Colorado
$705K +$233K +571 +50%
OFA
1081
Oak Family Advisors
Illinois
$705K +$700K +1,718 New
GA
1082
Geller Advisors
New York
$703K +$356K +873 +104%
CA
1083
Continuum Advisory
Idaho
$702K +$261K +641 +52%
IDBONY
1084
Israel Discount Bank of New York
New York
$701K – – –
PCM
1085
Penserra Capital Management
California
$700K +$61.1K +150 +10%
BC
1086
Burney Company
Virginia
$698K +$693K +1,702 New
FDCC
1087
Foster Dykema Cabot & Co
Massachusetts
$697K – – –
WPC
1088
Waters Parkerson & Co
Louisiana
$697K – – –
B
1089
Barings
North Carolina
$696K +$290K +713 +73%
GAG
1090
Goodman Advisory Group
Massachusetts
$694K +$689K +1,692 New
MCM
1091
MAI Capital Management
Ohio
$693K +$41.5K +102 +6%
CHC
1092
City Holding Co
West Virginia
$692K +$122K +300 +22%
AIM
1093
Arcadia Investment Management
Michigan
$689K – – –
DTC
1094
Davidson Trust Company
Washington
$687K -$22.4K -55 -3%
NIMI
1095
Natixis Investment Managers International
France
$683K +$679K +1,667 New
WPW
1096
Waldron Private Wealth
Pennsylvania
$680K -$13.4K -33 -2%
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$680K +$83.5K +205 +14%
SWA
1098
Sutton Wealth Advisors
Florida
$678K +$13K +32 +2%
OFS
1099
Orrstown Financial Services
Pennsylvania
$677K -$103K -252 -13%
AC
1100
ASB Consultores
Florida
$672K +$253K +621 +61%
42 43
44
45 46