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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
1501
Mill Creek Capital Advisors
Pennsylvania
$389K -$2K -4 -0.5%
NRC
1502
New Republic Capital
North Carolina
$386K +$61.9K +124 +20%
TCM
1503
Teza Capital Management
Illinois
$386K -$169K -339 -32%
HR
1504
Hardy Reed
Mississippi
$385K -$52.9K -106 -13%
ACH
1505
ArrowMark Colorado Holdings
Colorado
$385K – – –
WHCI
1506
W.H. Cornerstone Investments
Massachusetts
$384K -$116K -233 -24%
OF
1507
Optimize Financial
California
$381K -$2K -4 -0.6%
NB
1508
Northwest Bancshares
Pennsylvania
$381K +$6.99K +14 +2%
IAN
1509
Integrated Advisors Network
Texas
$381K -$95.3K -191 -21%
BC
1510
Burney Company
Virginia
$378K -$563K -1,129 -61%
PCS
1511
Personal CFO Solutions
New Jersey
$378K +$31.4K +63 +10%
AC
1512
Allstate Corporation
Illinois
$378K -$4.14M -8,298 -92%
IAIM
1513
International Assets Investment Management
Florida
$377K -$113K -226 -24%
AAA
1514
AG Asset Advisory
California
$376K – – –
AI
1515
AXS Investments
New York
$375K -$1.44M -2,885 -80%
PTC
1516
Philadelphia Trust Company
Pennsylvania
$375K – – –
SWM
1517
Sculati Wealth Management
Michigan
$374K – – –
AFPL
1518
Advus Financial Partners, LLC
Florida
$373K +$33.4K +67 +10%
LCM
1519
LVM Capital Management
Michigan
$373K – – –
AA
1520
Armis Advisers
Georgia
$373K +$75.9K +152 +27%
SA
1521
Sovran Advisors
California
$372K +$110K +220 +45%
AWA
1522
AGH Wealth Advisors
Kansas
$372K -$63.9K -128 -15%
FCM
1523
Fourpath Capital Management
Oklahoma
$372K -$26.5K -53 -7%
MWM
1524
Mattern Wealth Management
Kansas
$372K -$23.5K -47 -6%
ACA
1525
Anchor Capital Advisors
Massachusetts
$371K – – –
59 60
61
62 63