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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1501
Summit Global Investments
Utah
$390K -$3.47M -6,950 -90%
WI
1502
WBI Investments
New Jersey
$389K -$262K -525 -42%
MCCA
1503
Mill Creek Capital Advisors
Pennsylvania
$389K -$2K -4 -0.5%
NRC
1504
New Republic Capital
North Carolina
$386K +$61.9K +124 +20%
TCM
1505
Teza Capital Management
Illinois
$386K -$169K -339 -32%
HR
1506
Hardy Reed
Mississippi
$385K -$52.9K -106 -13%
ACH
1507
ArrowMark Colorado Holdings
Colorado
$385K – – –
WHCI
1508
W.H. Cornerstone Investments
Massachusetts
$384K -$116K -233 -24%
OF
1509
Optimize Financial
California
$381K -$2K -4 -0.6%
NB
1510
Northwest Bancshares
Pennsylvania
$381K +$6.99K +14 +2%
IAN
1511
Integrated Advisors Network
Texas
$381K -$95.3K -191 -21%
BC
1512
Burney Company
Virginia
$378K -$563K -1,129 -61%
PCS
1513
Personal CFO Solutions
New Jersey
$378K +$31.4K +63 +10%
AC
1514
Allstate Corporation
Illinois
$378K -$4.14M -8,298 -92%
IAIM
1515
International Assets Investment Management
Florida
$377K -$113K -226 -24%
AAA
1516
AG Asset Advisory
California
$376K – – –
AI
1517
AXS Investments
New York
$375K -$1.44M -2,885 -80%
PTC
1518
Philadelphia Trust Company
Pennsylvania
$375K – – –
SWM
1519
Sculati Wealth Management
Michigan
$374K – – –
LCM
1520
LVM Capital Management
Michigan
$373K – – –
AA
1521
Armis Advisers
Georgia
$373K +$75.9K +152 +27%
SA
1522
Sovran Advisors
California
$372K +$110K +220 +45%
AWA
1523
AGH Wealth Advisors
Kansas
$372K -$63.9K -128 -15%
FCM
1524
Fourpath Capital Management
Oklahoma
$372K -$26.5K -53 -7%
MWM
1525
Mattern Wealth Management
Kansas
$372K -$23.5K -47 -6%
59 60
61
62 63