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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1101
Forte Capital
New York
$450K +$20.8K +63 +5%
JCM
1102
Janney Capital Management
Pennsylvania
$450K +$54.1K +164 +14%
PPP
1103
Private Portfolio Partners
New Jersey
$450K – – –
BFA
1104
Buttonwood Financial Advisors
Maryland
$448K +$36.9K +112 +9%
WA
1105
Wambolt & Associates
Colorado
$448K -$8.24K -25 -2%
APA
1106
Astoria Portfolio Advisors
New York
$446K -$24.4K -74 -6%
CB
1107
Community Bank
New York
$446K – – –
FIB
1108
First Interstate Bank
Montana
$442K -$12.5K -38 -3%
DLA
1109
Douglas Lane & Associates
New York
$441K +$56.7K +172 +15%
SEC
1110
Seven Eight Capital
New York
$440K -$1.58M -4,808 -79%
LFG
1111
Lazard Frères Gestion
France
$438K +$82.4K +250 +20%
RCWM
1112
Royal Capital Wealth Management
Indiana
$435K – – –
ECA
1113
Elevated Capital Advisors
Utah
$434K +$427K +1,296 New
PAG
1114
Private Advisor Group
New Jersey
$433K +$36.3K +110 +2%
NP
1115
Ninepoint Partners
Ontario, Canada
$432K +$426K +1,291 New
AAS
1116
Ameritas Advisory Services
Nebraska
$431K +$102K +310 +32%
CPIG
1117
Chicago Partners Investment Group
Illinois
$425K -$27K -82 -7%
LIM
1118
Leavell Investment Management
Alabama
$425K – – –
RZH
1119
Relyea Zuckerberg Hanson
Connecticut
$420K +$40.9K +124 +11%
CCB
1120
Country Club Bank
Missouri
$420K – – –
NGA
1121
Naples Global Advisors
Florida
$419K – – –
HCMT
1122
Highland Capital Management (Tennessee)
Tennessee
$419K -$49.4K -150 -11%
FB
1123
Fulton Bank
Pennsylvania
$419K +$23.1K +70 +6%
IIC
1124
Ironwood Investment Counsel
Arizona
$417K +$2.31K +7 +0.6%
NAM
1125
NorthCrest Asset Manangement
Minnesota
$417K -$181K -550 -31%
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