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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1201
Heritage Trust
Oklahoma
$620K -$327K -762 -35%
CCG
1202
Catalina Capital Group
California
$620K +$19.3K +45 +3%
RWPA
1203
Richard W. Paul & Associates
Michigan
$619K +$31.3K +73 +6%
LFAS
1204
Level Four Advisory Services
Texas
$618K +$80.2K +187 +16%
RA
1205
RiverPark Advisors
New York
$618K -$32.2K -75 -5%
TPI
1206
Trust Point Inc
Wisconsin
$617K -$48K -112 -7%
KP
1207
Keel Point
Alabama
$617K +$42K +98 +8%
NGA
1208
Naples Global Advisors
Florida
$613K – – –
BC
1209
Burney Company
Virginia
$609K +$24K +56 +4%
SMG
1210
Smart Money Group
Texas
$608K +$70.8K +165 +15%
HWMT
1211
Heritage Wealth Management (Texas)
Texas
$608K – – –
WB
1212
WesBanco Bank
West Virginia
$603K -$2.57K -6 -0.4%
ACM
1213
Allred Capital Management
Texas
$600K +$75.9K +177 +15%
EHC
1214
Everett Harris & Co
California
$600K +$196K +457 +51%
FI
1215
Financial Insights
Washington
$599K -$130K -302 -18%
BOM
1216
Bank of Marin
California
$595K -$36.9K -86 -6%
VAS
1217
Vestmark Advisory Solutions
Massachusetts
$590K +$1.72K +4 +0.3%
MAM
1218
Magellan Asset Management
Australia
$586K +$112K +262 +25%
RCWM
1219
Royal Capital Wealth Management
Indiana
$580K – – –
FAFN
1220
First Affirmative Financial Network
Colorado
$579K +$49.8K +116 +10%
BIA
1221
Benchmark Investment Advisors
Illinois
$572K -$6.01K -14 -1%
ACM
1222
Aquatic Capital Management
Illinois
$571K -$37.1M -86,520 -99%
SL
1223
SFM LLC
New Hampshire
$567K +$9.44K +22 +2%
LHC
1224
Little House Capital
Massachusetts
$566K – – –
PCM
1225
Permanent Capital Management
Illinois
$561K +$456K +1,063 New
47 48
49
50 51