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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1376
Money Concepts Capital
Florida
$153K -$53.5K -150 -25%
AF
1377
Allworth Financial
California
$152K -$27.1K -76 -14%
EWA
1378
EverSource Wealth Advisors
Alabama
$150K -$12.5K -35 -7%
BCP
1379
Blue Chip Partners
Michigan
$138K -$8.91K -25 -6%
PCG
1380
Private Capital Group
Connecticut
$138K +$11.1K +31 +8%
GWS
1381
Glassman Wealth Services
Virginia
$134K +$8.2K +23 +6%
PB
1382
Pinnacle Bancorp
Nebraska
$133K – – –
TIM
1383
Tortoise Investment Management
New York
$127K -$4.28K -12 -3%
TWA
1384
TCI Wealth Advisors
Arizona
$123K +$356 +1 +0.3%
HF
1385
Halpern Financial
Virginia
$122K +$4.28K +12 +3%
KFS
1386
Kelly Financial Services
Massachusetts
$120K -$12.1K -34 -9%
ECG
1387
Edge Capital Group
Georgia
$120K +$127K +356 New
CFO
1388
CVA Family Office
Colorado
$110K -$84.1K -236 -42%
CTB
1389
Country Trust Bank
Illinois
$109K -$16.8K -47 -13%
PWM
1390
Prentice Wealth Management
New York
$108K +$114K +319 New
AWM
1391
Avior Wealth Management
Nebraska
$106K – – –
VVP
1392
Venture Visionary Partners
Ohio
$102K +$108K +303 New
HIIFS
1393
Harel Insurance Investments & Financial Services
Israel
$101K -$58.8K -165 -36%
VCM
1394
Versant Capital Management
Arizona
$101K – – –
FFA
1395
Fairfield Financial Advisors
Massachusetts
$99.4K – – –
EMFAT
1396
Emerald Mutual Fund Advisers Trust
Pennsylvania
$97K -$61.3K -172 -37%
NR
1397
Newfound Research
Massachusetts
$97K +$356 +1 +0.3%
KLWA
1398
Kelly Lawrence W & Associates
California
$95K – – –
WTA
1399
Washington Trust Advisors
Massachusetts
$95K +$14.3K +40 +17%
AP
1400
Arlington Partners
Alabama
$92K +$50.6K +142 +108%
54 55
56
57 58