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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1276
New Hampshire Trust
New Hampshire
$514K -$111K -263 -17%
CIC
1277
Carnegie Investment Counsel
Ohio
$513K – – –
NI
1278
Natural Investments
California
$512K +$26.6K +63 +5%
FWCM
1279
Ferguson Wellman Capital Management
Oregon
$511K +$9.29K +22 +2%
CWP
1280
Concord Wealth Partners
Virginia
$510K +$24.5K +58 +5%
DCM
1281
Dimension Capital Management
Florida
$508K -$25.3K -60 -5%
AA
1282
Alta Advisers
United Kingdom
$504K – – –
JF
1283
Joule Financial
Kentucky
$502K +$29.6K +70 +6%
SAG
1284
SageView Advisory Group
California
$500K -$30K -71 -5%
DE
1285
Defiance ETFs
New York
$498K +$81.1K +192 +19%
WHG
1286
Westwood Holdings Group
Texas
$494K -$845 -2 -0.2%
GRR
1287
Golden Reserve Retirement
Ohio
$493K +$167K +396 +49%
VHAM
1288
Van Hulzen Asset Management
California
$491K +$102K +241 +25%
NHC
1289
Nicholas Hoffman & Company
Georgia
$490K – – –
GWM
1290
Gilpin Wealth Management
Colorado
$490K -$5.07K -12 -1%
SIAG
1291
Signet Investment Advisory Group
Rhode Island
$489K – – –
BMA
1292
Brooks Moore & Associates
Tennessee
$488K +$506K +1,199 New
ZIM
1293
Zacks Investment Management
Illinois
$487K +$131K +311 +35%
CA
1294
CoreCap Advisors
Michigan
$487K +$119K +282 +31%
HAG
1295
HighPoint Advisor Group
Illinois
$484K -$12.7K -30 -2%
CWA
1296
CM Wealth Advisors
Ohio
$482K -$183K -434 -27%
HT
1297
Heritage Trust
Oklahoma
$481K -$22.8K -54 -4%
JTWM
1298
Jackson Thornton Wealth Management
Alabama
$481K +$107K +253 +27%
IIC
1299
Integrated Investment Consultants
Michigan
$481K +$149K +354 +43%
AAS
1300
Ameritas Advisory Services
Nebraska
$480K +$46K +109 +10%
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