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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1326
Taurus Asset Management
New York
$314K +$312K +766 New
KM
1327
Kalos Management
Georgia
$312K -$1.49M -3,663 -83%
IFS
1328
Ifrah Financial Services
Arkansas
$311K -$407 -1 -0.1%
MSS
1329
Mitchell Sinkler & Starr
Pennsylvania
$311K +$1.22K +3 +0.4%
DY
1330
Dowling & Yahnke
California
$311K +$25.3K +62 +9%
PWS
1331
Precision Wealth Strategies
Missouri
$311K +$308K +757 New
SIA
1332
SkyView Investment Advisors
New Jersey
$309K -$13.9M -34,170 -98%
SG
1333
Somerset Group
Minnesota
$308K – – –
VCM
1334
Violich Capital Management
California
$308K – – –
ANTB
1335
AMG National Trust Bank
Colorado
$308K +$48.9K +120 +19%
VC
1336
Veracity Capital
Georgia
$307K -$1.12M -2,754 -79%
FPA
1337
First Pacific Advisors
California
$305K +$275K +674 +963%
CPO
1338
Cerity Partners OCIO
New York
$304K – – –
NB
1339
Northwest Bancshares
Pennsylvania
$303K +$23.2K +57 +8%
TC
1340
Telemus Capital
Michigan
$303K +$56.2K +138 +23%
CFA
1341
CWS Financial Advisors
Michigan
$303K +$301K +739 New
EWM
1342
Empirical Wealth Management
Washington
$302K +$33K +81 +12%
MA
1343
MJP Associates
Connecticut
$301K -$7.33K -18 -2%
ACM
1344
Avalon Capital Management
California
$301K – – –
CBFP
1345
Cedar Brook Financial Partners
Ohio
$301K +$8.15K +20 +3%
FBT
1346
First Bank & Trust
South Dakota
$301K +$299K +733 New
SAM
1347
Strategy Asset Managers
California
$301K +$299K +735 New
ACA
1348
Atlas Capital Advisors
Wyoming
$301K +$4.48K +11 +2%
5L
1349
55I LLC
Massachusetts
$298K +$28.5K +70 +11%
CG
1350
Corundum Group
Colorado
$298K +$74.5K +183 +34%
52 53
54
55 56