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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1201
Ameritas Advisory Services
Nebraska
$324K -$23.2K -65 -6%
CWS
1202
Confluence Wealth Services
Pennsylvania
$324K +$46.7K +131 +19%
MTC
1203
McDaniel Terry & Co
Texas
$324K +$157K +440 +84%
BDF
1204
Balasa Dinverno & Foltz
$322K -$43.1K -121 -11%
TIA
1205
Traphagen Investment Advisors
New Jersey
$319K +$13.2K +37 +4%
MGIA
1206
Moneta Group Investment Advisors
Missouri
$319K +$93K +261 +38%
ETC
1207
Exchange Traded Concepts
Oklahoma
$315K -$115K -323 -26%
OWP
1208
Obermeyer Wealth Partners
Colorado
$315K – – –
LW
1209
Linscomb Wealth
Texas
$315K +$1.07K +3 +0.3%
MCWA
1210
Meadow Creek Wealth Advisors
Georgia
$315K +$9.63K +27 +3%
EHC
1211
Everett Harris & Co
California
$313K – – –
SPP
1212
Single Point Partners
Massachusetts
$313K +$134K +376 +68%
EFG
1213
Everhart Financial Group
Ohio
$312K +$330K +925 New
RPWA
1214
Regent Peak Wealth Advisors
Georgia
$310K -$8.91K -25 -3%
DU
1215
Delphia (USA)
Ontario, Canada
$309K +$327K +916 New
BCM
1216
Brookstone Capital Management
Illinois
$308K -$45.3K -127 -13%
FFA
1217
Founders Financial Alliance
North Carolina
$308K -$18.2K -51 -5%
JLBC
1218
J.L. Bainbridge & Co
Florida
$306K – – –
H
1219
HoyleCohen
California
$304K – – –
CB
1220
CNB Bank
Pennsylvania
$304K +$14.3K +40 +5%
PFA
1221
Plotkin Financial Advisors
Maryland
$303K – – –
KP
1222
Keel Point
Alabama
$303K -$17.5K -49 -6%
RIM
1223
Regent Investment Management
Kentucky
$303K -$8.91K -25 -3%
PP
1224
PDS Planning
Ohio
$303K +$77.7K +218 +32%
LOAMU
1225
Lombard Odier Asset Management (USA)
New York
$303K +$105K +294 +49%
47 48
49
50 51