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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
751
Dorchester Wealth Management
Quebec, Canada
$210K +$203K +1,100 New
SIM
752
Sadoff Investment Management
Wisconsin
$205K +$198K +1,074 New
APA
753
American Portfolios Advisors
New York
$205K +$31.9K +173 +19%
JCM
754
Janney Capital Management
Pennsylvania
$204K +$197K +1,067 New
ECM
755
Elgethun Capital Management
South Dakota
$204K +$197K +1,070 New
PA
756
Parallel Advisors
California
$203K +$185 +1 +0.1%
EFS
757
Essex Financial Services
Connecticut
$203K +$196K +1,064 New
TMAM
758
Tokio Marine Asset Management
Japan
$202K -$121K -656 -38%
VCM
759
Versant Capital Management
Arizona
$201K – – –
BDWM
760
Brewin Dolphin Wealth Management
Ireland
$191K – – –
WB
761
Webster Bank
Connecticut
$166K – – –
ST
762
Smithfield Trust
Pennsylvania
$164K +$9.97K +54 +7%
EA
763
Edge Advisors
Georgia
$157K – – –
C
764
Cerebellum
California
$156K +$10.2K +55 +7%
HFM
765
Harvest Fund Management
China
$156K +$48K +260 +46%
NSIM
766
North Star Investment Management
Illinois
$154K +$53.5K +290 +56%
TC
767
Trust Company
Kansas
$153K – – –
BCM
768
Basswood Capital Management
New York
$152K +$146K +793 New
ABA
769
American Beacon Advisors
Texas
$151K – – –
FIB
770
First Interstate Bank
Montana
$148K – – –
CLM
771
ClearBridge LLC (Maryland)
Maryland
$147K – – –
TAM
772
Tiverton Asset Management
Delaware
$145K -$270K -1,463 -66%
NIM
773
NuWave Investment Management
New Jersey
$143K -$47.3K -256 -25%
WAM
774
Wealthspire Advisors (Maryland)
Maryland
$137K -$22K -119 -14%
SSB
775
Sandy Spring Bank
Maryland
$134K – – –
29 30
31
32 33