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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1326
Carnegie Investment Counsel
Ohio
$658K – – –
AA
1327
Alta Advisers
United Kingdom
$646K -$198K -400 -24%
HT
1328
Heritage Trust
Oklahoma
$646K -$5.94K -12 -1%
BWM
1329
Bullock Wealth Management
Indiana
$645K +$26.2K +53 +4%
HBS
1330
Howard Bailey Securities
Indiana
$645K -$25.2K -51 -4%
JF
1331
Joule Financial
Kentucky
$644K – – –
PWM
1332
Peck Wealth Management
New York
$644K – – –
FFA
1333
First Foundation Advisors
California
$642K -$351K -709 -37%
SFSG
1334
Sound Financial Strategies Group
Mississippi
$642K -$55.4K -112 -8%
LCWP
1335
Legacy Capital Wealth Partners
Arkansas
$640K -$48K -97 -7%
WB
1336
WesBanco Bank
West Virginia
$639K -$52K -105 -8%
FWCM
1337
Ferguson Wellman Capital Management
Oregon
$635K -$8.41K -17 -1%
WHG
1338
Westwood Holdings Group
Texas
$634K -$4.45K -9 -0.7%
FNBOO
1339
First National Bank of Omaha
Nebraska
$633K +$594K +1,200 New
FA
1340
Fiduciary Alliance
South Carolina
$632K +$15.8K +32 +3%
BG
1341
Bahl & Gaynor
Ohio
$632K +$598K +1,209 New
NHC
1342
Nicholas Hoffman & Company
Georgia
$629K – – –
SIAG
1343
Signet Investment Advisory Group
Rhode Island
$627K – – –
JWCA
1344
J.W. Cole Advisors
Florida
$626K +$142K +287 +29%
1M
1345
1248 Management
Missouri
$624K – – –
CPIA
1346
Cornell Pochily Investment Advisors
New York
$624K -$35.6K -72 -6%
FFO
1347
Fiduciary Family Office
Florida
$624K -$30.7K -62 -5%
NI
1348
Natural Investments
California
$624K +$43.5K +88 +8%
AAS
1349
Ameritas Advisory Services
Nebraska
$622K +$431K +872 +274%
GWM
1350
Gilpin Wealth Management
Colorado
$621K +$588K +1,189 New
52 53
54
55 56