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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Circle Wealth Management
New Jersey
$645K +$5.11K +10 +0.8%
WB
1302
WesBanco Bank
West Virginia
$644K +$4.6K +9 +0.7%
LFAS
1303
Level Four Advisory Services
Texas
$643K -$65.9K -129 -9%
PCP
1304
Proficio Capital Partners
Massachusetts
$643K +$11.2K +22 +2%
WI
1305
WBI Investments
New Jersey
$642K -$1.21M -2,360 -65%
HT
1306
Heritage Trust
Oklahoma
$636K – – –
JF
1307
Joule Financial
Kentucky
$626K – – –
WHG
1308
Westwood Holdings Group
Texas
$624K -$1.28M -2,509 -67%
CC
1309
Callan Capital
California
$624K +$61.8K +121 +11%
VCA
1310
Verdence Capital Advisors
Maryland
$623K -$73.1K -143 -10%
CCB
1311
Country Club Bank
Missouri
$622K – – –
IIA
1312
ICW Investment Advisors
Arizona
$622K +$7.15K +14 +1%
HA
1313
Harfst & Associates
Wyoming
$618K +$622K +1,217 New
SCA
1314
Stokes Capital Advisors
South Carolina
$615K +$618K +1,210 New
NHC
1315
Nicholas Hoffman & Company
Georgia
$612K -$34.2K -67 -5%
SIAG
1316
Signet Investment Advisory Group
Rhode Island
$610K -$36.3K -71 -6%
MGIA
1317
Moneta Group Investment Advisors
Missouri
$609K +$13.3K +26 +2%
BCM
1318
Bourgeon Capital Management
Connecticut
$609K -$273K -535 -31%
UCB
1319
United Community Bank
South Carolina
$609K +$22K +43 +4%
MC
1320
Maverick Capital
Texas
$609K +$327K +639 +114%
PFBT
1321
Parkside Financial Bank & Trust
Missouri
$605K +$79.7K +156 +15%
PWP
1322
Principle Wealth Partners
Connecticut
$604K -$25K -49 -4%
SCP
1323
Stamos Capital Partners
California
$602K -$166K -325 -22%
BWM
1324
Bullock Wealth Management
Indiana
$600K +$6.64K +13 +1%
WC
1325
Woodstock Corp
Massachusetts
$600K -$86.4K -169 -13%
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