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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1226
Motiv8 Investments
Florida
$588K +$117K +270 +24%
BAM
1227
Blueshift Asset Management
New Jersey
$586K +$597K +1,377 New
NGA
1228
Naples Global Advisors
Florida
$585K – – –
HWMT
1229
Heritage Wealth Management (Texas)
Texas
$580K -$32.5K -75 -5%
WB
1230
WesBanco Bank
West Virginia
$578K +$85K +196 +17%
PI
1231
PEAK6 Investments
Illinois
$573K +$583K +1,344 +44,800%
CCG
1232
Catalina Capital Group
California
$572K +$246K +567 +73%
SGI
1233
Summit Global Investments
Utah
$570K -$350K -808 -38%
PA
1234
Prossimo Advisors
California
$567K -$45.9K -106 -7%
MGIA
1235
Moneta Group Investment Advisors
Missouri
$564K +$41.6K +96 +8%
PI
1236
PFG Investments
New York
$562K +$111K +255 +24%
VAS
1237
Vestmark Advisory Solutions
Massachusetts
$561K -$57.2K -132 -9%
MFIM
1238
Mesirow Financial Investment Management
Illinois
$560K +$36.8K +85 +7%
RWPA
1239
Richard W. Paul & Associates
Michigan
$559K -$2.17K -5 -0.4%
OFS
1240
Orrstown Financial Services
Pennsylvania
$558K +$117K +270 +26%
BC
1241
Burney Company
Virginia
$557K +$255K +589 +82%
RCWM
1242
Royal Capital Wealth Management
Indiana
$553K – – –
BIA
1243
Benchmark Investment Advisors
Illinois
$552K +$268K +619 +91%
GWMR
1244
GC Wealth Management RIA
Massachusetts
$551K -$21.2K -49 -4%
UCB
1245
United Community Bank
South Carolina
$548K -$26.9K -62 -5%
LHC
1246
Little House Capital
Massachusetts
$540K – – –
WAG
1247
Wallace Advisory Group
California
$537K -$28.6K -66 -5%
CPW
1248
Crestmont Private Wealth
Texas
$533K +$116K +267 +27%
SL
1249
SFM LLC
New Hampshire
$531K -$29.9K -69 -5%
WA
1250
Wambolt & Associates
Colorado
$531K +$6.07K +14 +1%
48 49
50
51 52