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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1126
West Family Investments
California
$421K -$32.4K -91 -7%
FNBT
1127
FineMark National Bank & Trust
Florida
$421K +$16K +45 +4%
MWM
1128
Mission Wealth Management
California
$418K +$6.06K +17 +1%
CCB
1129
Country Club Bank
Missouri
$414K – – –
WA
1130
Waddell & Associates
Tennessee
$414K +$2.5K +7 +0.6%
BTI
1131
Blue Trust Inc
Georgia
$412K +$358K +1,005 New
BCAM
1132
Boston Common Asset Management
Massachusetts
$410K +$34.6K +97 +9%
XS
1133
XR Securities
Illinois
$409K +$432K +1,212 New
KC
1134
Kenfarb & Co
Kentucky
$408K – – –
SIG
1135
Stonegate Investment Group
Alabama
$405K +$94.5K +265 +28%
FA
1136
Faithward Advisors
Pennsylvania
$404K -$17.8K -50 -4%
CAG
1137
Csenge Advisory Group
Florida
$404K -$3.21K -9 -0.7%
ST
1138
Smithfield Trust
Pennsylvania
$404K -$1.07K -3 -0.2%
LIM
1139
Leavell Investment Management
Alabama
$402K – – –
MCM
1140
MAI Capital Management
Ohio
$400K -$179K -503 -30%
BAAM
1141
Baker Avenue Asset Management
California
$399K -$108K -304 -20%
IIC
1142
Ironwood Investment Counsel
Arizona
$396K +$356 +1 +0.1%
STA
1143
Summit Trail Advisors
New York
$394K +$417K +1,170 New
RSS
1144
Rosenblum Silverman Sutton
California
$393K -$26.4K -74 -6%
IBOK
1145
Independence Bank of Kentucky
Kentucky
$393K – – –
WPC
1146
Wedmont Private Capital
Pennsylvania
$392K +$113K +318 +38%
CA
1147
Centerpoint Advisors
Massachusetts
$391K -$59.2K -166 -13%
EVM
1148
Evelyn V. Moreno
$389K +$411K +1,154 New
CIC
1149
Carnegie Investment Counsel
Ohio
$388K +$1.78K +5 +0.4%
RIA
1150
Regal Investment Advisors
Michigan
$386K +$4.99K +14 +1%
44 45
46
47 48