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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1401
Fairfield Financial Advisors
Massachusetts
$98.8K – – –
VCM
1402
Versant Capital Management
Arizona
$97.5K – – –
KLWA
1403
Kelly Lawrence W & Associates
California
$94.8K – – –
EMFAT
1404
Emerald Mutual Fund Advisers Trust
Pennsylvania
$89.4K -$7.91K -24 -8%
TWA
1405
TCI Wealth Advisors
Arizona
$89.1K -$34.6K -105 -28%
GCGDR
1406
Geo Capital Gestora de Recursos
Brazil
$89K +$1.98K +6 +2%
HIIFS
1407
Harel Insurance Investments & Financial Services
Israel
$88K -$11.9K -36 -12%
WB
1408
Webster Bank
Connecticut
$83K – – –
OA
1409
Operose Advisors
Wisconsin
$82.1K – – –
FMII
1410
Farmers & Merchants Investments Inc
Nebraska
$80.7K +$4.29K +13 +6%
BIA
1411
Bell Investment Advisors
California
$78K -$16.2K -49 -17%
BAAM
1412
Baker Avenue Asset Management
California
$77K -$273K -828 -78%
AA
1413
Ancora Advisors
Ohio
$76K +$989 +3 +1%
CPG
1414
Cornerstone Planning Group
New Jersey
$75.1K +$68.6K +208 New
HGERS
1415
Householder Group Estate & Retirement Specialist
Arizona
$75K – – –
WPA
1416
West Paces Advisors
Georgia
$74K -$7.58K -23 -9%
FWM
1417
Focused Wealth Management
New York
$68K – – –
PGAM
1418
Princeton Global Asset Management
New Jersey
$67K – – –
CT
1419
Caldwell Trust
Florida
$67K – – –
PP
1420
PFS Partners
New Jersey
$65.8K +$64.6K +196 New
CA
1421
CoreCap Advisors
Michigan
$58.9K -$333K -1,009 -85%
HWA
1422
HHM Wealth Advisors
Tennessee
$58.9K -$10.2K -31 -15%
M
1423
MOTCO
Texas
$56.9K – – –
TFS
1424
TrustCore Financial Services
Tennessee
$56.9K +$5.93K +18 +12%
CHA
1425
Carmichael Hill & Associates
Maryland
$55.9K -$13.8K -42 -20%
55 56
57
58 59