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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1101
Freestone Capital Holdings
Washington
$315K +$25.7K +67 +10%
EN1L
1102
Engine No 1 LLC
California
$314K +$294K +765 New
FNBT
1103
FineMark National Bank & Trust
Florida
$311K +$16.5K +43 +6%
BCM
1104
Buckhead Capital Management
Georgia
$310K -$9.61K -25 -3%
BFPW
1105
BOK Financial Private Wealth
Colorado
$309K +$58K +151 +25%
OWA
1106
One Wealth Advisors
California
$309K +$61.1K +159 +27%
VCM
1107
Violich Capital Management
California
$308K – – –
CBFP
1108
Cedar Brook Financial Partners
Ohio
$307K +$5.76K +15 +2%
IWC
1109
Integrated Wealth Concepts
Massachusetts
$306K +$39.6K +103 +16%
GBT
1110
Grove Bank & Trust
Florida
$305K – – –
BTWM
1111
Baker Tilly Wealth Management
Wisconsin
$305K +$8.46K +22 +3%
BFEC
1112
Benjamin F. Edwards & Company
Missouri
$300K – – –
MFW
1113
Meristem Family Wealth
Minnesota
$300K – – –
VCM
1114
Virtue Capital Management
Tennessee
$299K +$15.4K +40 +6%
DS
1115
DRW Securities
Illinois
$299K +$280K +729 New
CL
1116
CPWM LLC
Washington
$297K – – –
ACA
1117
Atlas Capital Advisors
Wyoming
$296K +$3.46K +9 +1%
SAM
1118
Strategy Asset Managers
California
$296K +$26.1K +68 +10%
CWM
1119
Connecticut Wealth Management
Connecticut
$294K -$8.07K -21 -3%
VC
1120
Vicus Capital
Pennsylvania
$293K – – –
AAS
1121
Avantax Advisory Services
Texas
$293K +$12.7K +33 +5%
BCA
1122
Berman Capital Advisors
Georgia
$290K +$60K +156 +28%
PBO
1123
Peoples Bank (Ohio)
Ohio
$289K +$7.69K +20 +3%
EWM
1124
Empirical Wealth Management
Washington
$289K +$13.5K +35 +5%
AWM
1125
Altavista Wealth Management
North Carolina
$287K – – –
43 44
45
46 47