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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
776
Shulman DeMeo Asset Management
New York
$221K +$204K +1,051 New
VCM
777
Versant Capital Management
Arizona
$220K -$1.16K -6 -0.6%
LSAG
778
Lake Street Advisors Group
New Hampshire
$219K +$201K +1,039 New
KCPG
779
Kavar Capital Partners Group
Kansas
$219K +$201K +1,040 New
BB
780
Busey Bank
Illinois
$218K +$200K +1,035 New
GAG
781
GM Advisory Group
New York
$217K +$200K +1,033 New
WPW
782
Waldron Private Wealth
Pennsylvania
$216K +$199K +1,029 New
BMA
783
Brooks Moore & Associates
Tennessee
$211K -$58.1K -300 -23%
LA
784
Lau Associates
Delaware
$211K -$58.1K -300 -23%
FNBOO
785
First National Bank of Omaha
Nebraska
$211K -$38.7K -200 -17%
MA
786
Montag & Associates
Georgia
$211K +$194K +1,000 New
PP
787
Palladium Partners
Virginia
$211K +$194K +1,000 New
MFG
788
Magnus Financial Group
New York
$211K +$194K +1,002 New
SIA
789
Starfire Investment Advisers
Michigan
$210K +$194K +1,000 New
EFS
790
Essex Financial Services
Connecticut
$204K +$188K +969 New
SFG
791
StrategIQ Financial Group
Indiana
$202K +$186K +960 New
WAM
792
Wealthspire Advisors (Maryland)
Maryland
$199K +$2.71K +14 +2%
S
793
Seeyond
France
$182K – – –
ST
794
Smithfield Trust
Pennsylvania
$181K – – –
PHK
795
Point72 Hong Kong
Hong Kong
$178K +$163K +844 New
EI
796
Ellevest Inc
New York
$171K – – –
BDWM
797
Brewin Dolphin Wealth Management
Ireland
$168K -$19.4K -100 -11%
TI
798
Truehand Inc
New Hampshire
$168K – – –
TC
799
Trust Company
Kansas
$168K – – –
FMT
800
First Mercantile Trust
Tennessee
$164K +$10.1K +52 +7%
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