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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1301
Level Four Advisory Services
Texas
$643K -$65.9K -129 -9%
PCP
1302
Proficio Capital Partners
Massachusetts
$643K +$11.2K +22 +2%
WI
1303
WBI Investments
New Jersey
$642K -$1.21M -2,360 -65%
HT
1304
Heritage Trust
Oklahoma
$636K – – –
JF
1305
Joule Financial
Kentucky
$626K – – –
WHG
1306
Westwood Holdings Group
Texas
$624K -$1.28M -2,509 -67%
CC
1307
Callan Capital
California
$624K +$61.8K +121 +11%
VCA
1308
Verdence Capital Advisors
Maryland
$623K -$73.1K -143 -10%
CCB
1309
Country Club Bank
Missouri
$622K – – –
IIA
1310
ICW Investment Advisors
Arizona
$622K +$7.15K +14 +1%
HA
1311
Harfst & Associates
Wyoming
$618K +$622K +1,217 New
SCA
1312
Stokes Capital Advisors
South Carolina
$615K +$618K +1,210 New
NHC
1313
Nicholas Hoffman & Company
Georgia
$612K -$34.2K -67 -5%
SIAG
1314
Signet Investment Advisory Group
Rhode Island
$610K -$36.3K -71 -6%
MGIA
1315
Moneta Group Investment Advisors
Missouri
$609K +$13.3K +26 +2%
BCM
1316
Bourgeon Capital Management
Connecticut
$609K -$273K -535 -31%
UCB
1317
United Community Bank
South Carolina
$609K +$22K +43 +4%
MC
1318
Maverick Capital
Texas
$609K +$327K +639 +114%
PFBT
1319
Parkside Financial Bank & Trust
Missouri
$605K +$79.7K +156 +15%
PWP
1320
Principle Wealth Partners
Connecticut
$604K -$25K -49 -4%
SCP
1321
Stamos Capital Partners
California
$602K -$166K -325 -22%
WC
1322
Woodstock Corp
Massachusetts
$600K -$86.4K -169 -13%
NLGIA
1323
Nippon Life Global Investors Americas
New York
$600K -$388K -760 -39%
GXJ
1324
Global X Japan
Japan
$599K +$63.4K +124 +12%
RF
1325
Rossby Financial
Florida
$598K -$93K -182 -13%
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