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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1576
International Assets Investment Management
Florida
$377K +$3.46K +7 +1%
SEIA
1577
Signature Estate & Investment Advisors
California
$376K -$4.95K -10 -1%
AAA
1578
AG Asset Advisory
California
$373K – – –
AI
1579
AXS Investments
New York
$373K +$125K +252 +55%
PTC
1580
Philadelphia Trust Company
Pennsylvania
$372K – – –
CCMG
1581
Clark Capital Management Group
Pennsylvania
$371K -$43.7M -88,378 -99%
NB
1582
Northwest Bancshares
Pennsylvania
$371K +$3.46K +7 +1%
LCM
1583
LVM Capital Management
Michigan
$369K – – –
SLG
1584
Stanley-Laman Group
Pennsylvania
$369K -$124K -250 -26%
ACM
1585
Avalon Capital Management
California
$368K – – –
CBB
1586
Citizens Business Bank
California
$366K – – –
SGI
1587
Summit Global Investments
Utah
$365K -$12.4K -25 -3%
PWA
1588
Portus Wealth Advisors
North Carolina
$363K +$52.4K +106 +18%
GDP
1589
Great Diamond Partners
Maine
$362K -$1.98K -4 -0.6%
RBC
1590
Romano Brothers & Co
Illinois
$361K +$24.7K +50 +8%
VCM
1591
Virtue Capital Management
Tennessee
$360K -$5.36M -10,828 -94%
WETS
1592
Wealth Enhancement Trust Services
South Dakota
$356K +$337K +682 New
VT
1593
Volterra Technologies
New York
$356K +$337K +681 New
SEA
1594
Stegent Equity Advisors
Texas
$355K +$93K +188 +38%
BOS
1595
Bank of Stockton
California
$354K – – –
DWM
1596
Diversify Wealth Management
Utah
$354K +$323K +653 New
WS
1597
Wilian Securities
Minnesota
$353K +$334K +676 New
CFSG
1598
Community Financial Services Group
Vermont
$353K +$6.43K +13 +2%
KLCM
1599
KG&L Capital Management
Louisiana
$353K +$52.9K +107 +19%
MHC
1600
May Hill Capital
Massachusetts
$352K +$10.9K +22 +3%
62 63
64
65 66