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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1326
Norden Group
Utah
$529K -$49.7K -107 -8%
KCM
1327
Kendall Capital Management
Maryland
$528K -$9.29K -20 -2%
AA
1328
Alta Advisers
United Kingdom
$526K – – –
HT
1329
Heritage Trust
Oklahoma
$526K – – –
FAFN
1330
First Affirmative Financial Network
Colorado
$525K +$573K +1,235 New
KAM
1331
Knightsbridge Asset Management
California
$525K +$573K +1,234 New
JF
1332
Joule Financial
Kentucky
$524K – – –
FWCM
1333
Ferguson Wellman Capital Management
Oregon
$524K +$8.36K +18 +1%
DWM
1334
Ducere Wealth Management
California
$522K +$104K +224 +22%
CCP
1335
Cushing Capital Partners
Wisconsin
$522K +$570K +1,227 New
HAG
1336
HighPoint Advisor Group
Illinois
$519K -$2.18M -4,695 -79%
GWM
1337
Gilpin Wealth Management
Colorado
$517K +$12.5K +27 +2%
LCWP
1338
Legacy Capital Wealth Partners
Arkansas
$517K -$4.64K -10 -0.8%
WHG
1339
Westwood Holdings Group
Texas
$516K – – –
MFIM
1340
Mesirow Financial Investment Management
Illinois
$513K +$52.9K +114 +10%
PFBT
1341
Parkside Financial Bank & Trust
Missouri
$513K -$73.8K -159 -12%
NHC
1342
Nicholas Hoffman & Company
Georgia
$512K – – –
QWP
1343
Quotient Wealth Partners
Texas
$512K -$101K -217 -15%
SIAG
1344
Signet Investment Advisory Group
Rhode Island
$510K – – –
ITFISA
1345
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$510K -$650K -1,400 -54%
NI
1346
Natural Investments
California
$508K +$929 +2 +0.2%
CWP
1347
Concord Wealth Partners
Virginia
$508K +$31.6K +68 +6%
JFGIW
1348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$33.9K +73 +7%
AIA
1349
AssuredPartners Investment Advisors
Florida
$504K -$246K -529 -31%
HA
1350
Harfst & Associates
Wyoming
$504K -$857K -1,845 -61%
52 53
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