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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1451
Waddell & Associates
Tennessee
$397K – – –
NCFG
1452
New Century Financial Group
New Jersey
$395K -$86.3K -170 -18%
BMO
1453
Beck Mack & Oliver
New York
$394K +$401K +791 New
CA
1454
Cache Advisors
California
$393K +$400K +789 New
FA
1455
Fiduciary Alliance
South Carolina
$392K +$399K +787 New
AMCA
1456
Arthur M. Cohen & Associates
Illinois
$392K -$788K -1,554 -66%
CFG
1457
Clayton Financial Group
Missouri
$389K – – –
BCM
1458
BluePath Capital Management
Georgia
$389K -$20.3K -40 -5%
SRC
1459
Shufro Rose & Co
New York
$388K +$26.9K +53 +7%
FAM
1460
Fairtree Asset Management
South Africa
$388K +$396K +780 New
XF
1461
XML Financial
Maryland
$388K +$28.4K +56 +8%
CPRC
1462
Consolidated Portfolio Review Corp
New York
$385K +$21.3K +42 +6%
SAM
1463
Strategy Asset Managers
California
$385K – – –
AIA
1464
Accelerate Investment Advisors
California
$385K +$101K +200 +35%
SIC
1465
Samalin Investment Counsel
New York
$385K – – –
BB
1466
Burford Brothers
Texas
$385K – – –
FCM
1467
Fourpath Capital Management
Oklahoma
$384K -$507 -1 -0.1%
WANY
1468
Wealthspire Advisors (New York)
New York
$383K +$58.9K +116 +18%
AO
1469
Advisor OS
Illinois
$381K +$8.12K +16 +2%
G
1470
Gainplan
Michigan
$378K -$14.2K -28 -4%
AC
1471
Attessa Capital
Arizona
$377K +$384K +757 New
HA
1472
Huntleigh Advisors
Missouri
$377K +$384K +756 New
RAM
1473
Readystate Asset Management
Illinois
$377K +$384K +756 New
CAM
1474
Cidel Asset Management
Ontario, Canada
$376K +$31.5K +62 +9%
CSB
1475
City State Bank
Iowa
$374K -$3.04K -6 -0.8%
57 58
59
60 61