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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1126
Golden State Equity Partners
California
$663K +$103K +261 +21%
ST
1127
Spinnaker Trust
Maine
$659K – – –
OHWP
1128
Oak Harbor Wealth Partners
North Carolina
$659K -$99.1K -251 -14%
SP
1129
Symmetry Partners
Connecticut
$658K -$124K -313 -17%
NRW
1130
Nova R Wealth
Kansas
$657K – – –
IBOK
1131
Independence Bank of Kentucky
Kentucky
$655K +$9.87K +25 +2%
DIA
1132
Dana Investment Advisors
Wisconsin
$648K +$101K +256 +21%
HPM
1133
Hoxton Planning & Management
West Virginia
$646K -$29.6K -75 -5%
NHT
1134
New Hampshire Trust
New Hampshire
$641K – – –
VAS
1135
Vestmark Advisory Solutions
Massachusetts
$639K -$11.8K -30 -2%
BOM
1136
Bank of Marin
California
$639K -$32K -81 -5%
GL
1137
Graypoint LLC
New York
$638K +$95.1K +241 +20%
BFA
1138
Buttonwood Financial Advisors
Maryland
$636K -$9.47K -24 -2%
JWCA
1139
J.W. Coons Advisors
Ohio
$636K – – –
LIM
1140
Leavell Investment Management
Alabama
$635K +$66.3K +168 +13%
PA
1141
Prossimo Advisors
California
$634K +$7.5K +19 +1%
HWMT
1142
Heritage Wealth Management (Texas)
Texas
$634K -$57.6K -146 -9%
QPBE
1143
Quintet Private Bank (Europe)
Luxembourg
$630K -$587K -1,487 -51%
AC
1144
Avestar Capital
New York
$630K +$26K +66 +5%
NA
1145
Navellier & Associates
Nevada
$628K +$563K +1,426 New
ACI
1146
Alpha Cubed Investments
California
$621K -$33.1K -84 -6%
PCIG
1147
Partners Capital Investment Group
Massachusetts
$620K -$71K -180 -11%
NHC
1148
Nicholas Hoffman & Company
Georgia
$618K -$6.31K -16 -1%
MA
1149
Mutual Advisors
Nebraska
$615K +$23.7K +60 +4%
TCM
1150
Teza Capital Management
Illinois
$615K +$551K +1,395 New
44 45
46
47 48