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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1226
Blueshift Asset Management
New Jersey
$586K +$597K +1,377 New
NGA
1227
Naples Global Advisors
Florida
$585K – – –
HWMT
1228
Heritage Wealth Management (Texas)
Texas
$580K -$32.5K -75 -5%
WB
1229
WesBanco Bank
West Virginia
$578K +$85K +196 +17%
PI
1230
PEAK6 Investments
Illinois
$573K +$583K +1,344 +44,800%
CCG
1231
Catalina Capital Group
California
$572K +$246K +567 +73%
SGI
1232
Summit Global Investments
Utah
$570K -$350K -808 -38%
PA
1233
Prossimo Advisors
California
$567K -$45.9K -106 -7%
MGIA
1234
Moneta Group Investment Advisors
Missouri
$564K +$41.6K +96 +8%
PI
1235
PFG Investments
New York
$562K +$111K +255 +24%
VAS
1236
Vestmark Advisory Solutions
Massachusetts
$561K -$57.2K -132 -9%
MFIM
1237
Mesirow Financial Investment Management
Illinois
$560K +$36.8K +85 +7%
RWPA
1238
Richard W. Paul & Associates
Michigan
$559K -$2.17K -5 -0.4%
OFS
1239
Orrstown Financial Services
Pennsylvania
$558K +$117K +270 +26%
BC
1240
Burney Company
Virginia
$557K +$255K +589 +82%
RCWM
1241
Royal Capital Wealth Management
Indiana
$553K – – –
BIA
1242
Benchmark Investment Advisors
Illinois
$552K +$268K +619 +91%
GWMR
1243
GC Wealth Management RIA
Massachusetts
$551K -$21.2K -49 -4%
UCB
1244
United Community Bank
South Carolina
$548K -$26.9K -62 -5%
LHC
1245
Little House Capital
Massachusetts
$540K – – –
WAG
1246
Wallace Advisory Group
California
$537K -$28.6K -66 -5%
CPW
1247
Crestmont Private Wealth
Texas
$533K +$116K +267 +27%
SL
1248
SFM LLC
New Hampshire
$531K -$29.9K -69 -5%
WA
1249
Wambolt & Associates
Colorado
$531K +$6.07K +14 +1%
AWM
1250
Ameliora Wealth Management
Switzerland
$530K – – –
48 49
50
51 52