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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1101
FineMark National Bank & Trust
Florida
$395K +$16.1K +45 +4%
FNBOSM
1102
First National Bank of South Miami
Florida
$394K -$358 -1 -0.1%
LFG
1103
Lazard Frères Gestion
France
$394K +$444K +1,240 New
SS
1104
Sunbelt Securities
Texas
$393K -$40.4K -113 -8%
APA
1105
Astoria Portfolio Advisors
New York
$393K +$82.6K +231 +22%
CPIG
1106
Chicago Partners Investment Group
Illinois
$392K -$1.43K -4 -0.3%
FC
1107
Forte Capital
New York
$391K – – –
DA
1108
DSC Advisors
Illinois
$390K -$115K -321 -20%
CCB
1109
Country Club Bank
Missouri
$389K +$5.72K +16 +1%
BTI
1110
Blue Trust Inc
Georgia
$389K +$53.7K +150 +15%
FFS
1111
Founders Financial Securities
Maryland
$387K -$3.22K -9 -0.7%
LIM
1112
Leavell Investment Management
Alabama
$387K +$26.8K +75 +6%
IWM
1113
IHT Wealth Management
Illinois
$384K +$162K +452 +56%
NGA
1114
Naples Global Advisors
Florida
$382K +$45.4K +127 +11%
RC
1115
Roundview Capital
New Jersey
$381K -$2.86K -8 -0.6%
GFS
1116
GYL Financial Synergies
Connecticut
$381K -$1.43K -4 -0.3%
TFA
1117
Transamerica Financial Advisors
Florida
$380K +$167K +466 +60%
IIC
1118
Ironwood Investment Counsel
Arizona
$378K +$22.9K +64 +5%
WFI
1119
West Family Investments
California
$375K -$7.51K -21 -2%
FFA
1120
Founders Financial Alliance
North Carolina
$375K +$112K +314 +34%
WA
1121
Waddell & Associates
Tennessee
$373K -$2.5K -7 -0.6%
ST
1122
Smithfield Trust
Pennsylvania
$373K – – –
FI
1123
Fosun International
China
$371K +$435K +1,215 New
SSG
1124
Summit Securities Group
New York
$368K +$172K +480 +66%
TCM
1125
Teza Capital Management
Illinois
$367K +$430K +1,201 New
43 44
45
46 47