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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1476
Sovran Advisors
California
$376K +$36.7K +79 +10%
ZIM
1477
Zacks Investment Management
Illinois
$376K +$1.86K +4 +0.5%
AT
1478
Adelphi Trust
Florida
$376K +$410K +884 New
AF
1479
Alerus Financial
North Dakota
$376K -$110K -236 -21%
HCMG
1480
Howard Capital Management Group
California
$376K – – –
MSS
1481
Mitchell Sinkler & Starr
Pennsylvania
$374K -$5.57K -12 -1%
HFRG
1482
Houlihan Financial Resource Group
Virginia
$374K – – –
3IP
1483
3Chopt Investment Partners
Virginia
$373K -$124K -268 -23%
NA
1484
Navellier & Associates
Nevada
$372K -$256K -551 -39%
WAG
1485
Wilkerson Advisory Group
Missouri
$372K +$18.6K +40 +5%
JIC
1486
Joel Isaacson & Co
New York
$371K +$4.64K +10 +1%
AL
1487
Aspiriant LLC
California
$371K +$405K +872 New
TWM
1488
Topsail Wealth Management
North Carolina
$370K -$4.18K -9 -1%
SLT
1489
St Louis Trust
Missouri
$369K -$467K -1,006 -54%
MGIA
1490
Matthew Goff Investment Advisor
Texas
$369K – – –
HBS
1491
Howard Bailey Securities
Indiana
$369K -$170K -367 -30%
TP
1492
Tranquility Partners
Tennessee
$369K -$5.11K -11 -1%
PA
1493
Probity Advisors
Texas
$367K +$123K +265 +44%
SB
1494
Simmons Bank
Arkansas
$367K +$91.5K +197 +30%
CFA
1495
Churchill Financial Advisors
Kentucky
$367K -$564K -1,215 -58%
BAM
1496
Byrne Asset Management
New Jersey
$366K +$17.2K +37 +4%
QPBE
1497
Quintet Private Bank (Europe)
Luxembourg
$365K -$134K -288 -25%
RP
1498
Riverwater Partners
Wisconsin
$363K -$20.4K -44 -5%
CP
1499
Clarendon Private
Massachusetts
$363K -$82.2K -177 -17%
BG
1500
Bahl & Gaynor
Ohio
$362K -$166K -357 -30%
58 59
60
61 62