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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
901
Enterprise Trust & Investment
California
$273K – – –
LA
902
Lau Associates
Delaware
$273K – – –
MA
903
Montag & Associates
Georgia
$273K – – –
PHS
904
Pekin Hardy Strauss
Illinois
$273K – – –
SIA
905
Starfire Investment Advisers
Michigan
$273K – – –
ACM
906
Ayrshire Capital Management
Connecticut
$273K +$260K +1,000 New
MWM
907
Meridian Wealth Management
Kentucky
$272K +$259K +997 New
CRCM
908
Corbett Road Capital Management
Virginia
$271K +$258K +992 New
SFA
909
Sequoia Financial Advisors
Ohio
$270K +$256K +987 New
AAP
910
Arax Advisory Partners
Colorado
$268K -$52K -200 -17%
SS
911
Sunbelt Securities
Texas
$266K -$7.28K -28 -3%
WPW
912
Waldron Private Wealth
Pennsylvania
$265K +$27.5K +106 +12%
EI
913
Ellevest Inc
New York
$259K +$30.7K +118 +14%
SIM
914
Stratos Investment Management
Ohio
$259K +$246K +948 New
KCPG
915
Kavar Capital Partners Group
Kansas
$257K -$26K -100 -10%
PAS
916
Park Avenue Securities
New York
$257K +$245K +942 New
HB
917
Horizon Bancorp
Indiana
$257K +$245K +943 New
PWP
918
Principle Wealth Partners
Connecticut
$256K -$8.05K -31 -3%
CWM
919
Circle Wealth Management
New Jersey
$256K +$243K +936 New
FCBT
920
First Citizens Bank & Trust
North Carolina
$255K +$6.75K +26 +3%
EF
921
Empirical Finance
Pennsylvania
$254K +$241K +929 New
CCM
922
Compton Capital Management
Rhode Island
$251K – – –
SNT
923
Security National Trust
West Virginia
$250K -$26K -100 -10%
SWP
924
Stratos Wealth Partners
Ohio
$247K -$5.72K -22 -2%
BAM
925
Blueshift Asset Management
New Jersey
$247K +$235K +906 New
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