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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1176
Patten & Patten
Tennessee
$313K – – –
VCM
1177
Virtue Capital Management
Tennessee
$311K -$22.5K -63 -6%
TAM
1178
Tocqueville Asset Management
New York
$308K – – –
CM
1179
Caption Management
Oklahoma
$306K -$11.3M -31,450 -97%
PAM
1180
Paradigm Asset Management
New York
$305K -$35.8K -100 -9%
LFM
1181
LGT Fund Management
Liechtenstein
$305K -$2.61M -7,303 -88%
ACM
1182
Ayrshire Capital Management
Connecticut
$305K – – –
CIC
1183
Carnegie Investment Counsel
Ohio
$304K -$56.2K -157 -14%
KC
1184
Kenfarb & Co
Kentucky
$303K – – –
AAS
1185
Ameritas Advisory Services
Nebraska
$299K +$5.37K +15 +2%
MCWA
1186
Meadow Creek Wealth Advisors
Georgia
$299K +$16.5K +46 +5%
OWP
1187
Obermeyer Wealth Partners
Colorado
$297K +$14K +39 +4%
OWA
1188
One Wealth Advisors
California
$297K +$37.9K +106 +12%
WI
1189
WrapManager Inc
California
$296K -$3.58K -10 -1%
RIM
1190
Redwood Investment Management
Arizona
$296K +$347K +969 New
VIM
1191
VELA Investment Management
Ohio
$295K – – –
BDF
1192
Balasa Dinverno & Foltz
$294K +$2.5K +7 +0.7%
MTC
1193
McDaniel Terry & Co
Texas
$293K – – –
CWA
1194
Cornerstone Wealth Advisors
Minnesota
$292K -$7.16K -20 -2%
CB
1195
CNB Bank
Pennsylvania
$291K +$17.5K +49 +5%
AWM
1196
Axxcess Wealth Management
California
$290K -$14.7K -41 -4%
TIA
1197
Traphagen Investment Advisors
New Jersey
$289K – – –
PA
1198
Pinnacle Associates
New York
$289K +$45.1K +126 +15%
LW
1199
Linscomb Wealth
Texas
$285K – – –
PWMG
1200
Prestige Wealth Management Group
New Jersey
$285K +$35.4K +99 +12%
46 47
48
49 50