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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
901
Joule Financial
Kentucky
$944K -$42.2K -128 -4%
DTL
902
Dynamic Technology Lab
Singapore
$943K -$1.47M -4,467 -61%
ADL
903
Asset Dedication LLC
California
$943K +$115K +350 +14%
DAC
904
Dividend Assets Capital
South Carolina
$939K -$619K -1,877 -40%
ZCA
905
Zeke Capital Advisors
Pennsylvania
$933K +$212K +643 +30%
SBL
906
Sargent Bickham Lagudis
Colorado
$929K -$19.4K -59 -2%
SS
907
Simplicity Solutions
Minnesota
$929K +$68.2K +207 +8%
BFEC
908
Benjamin F. Edwards & Company
Missouri
$924K +$13.8K +42 +2%
KCM
909
Kanawha Capital Management
Virginia
$919K -$9.56K -29 -1%
EB
910
Eastern Bank
Massachusetts
$904K – – –
PTP
911
Platform Technology Partners
New York
$903K -$5.6K -17 -0.6%
SL
912
Sonnipe Ltd
Isle Of Man
$896K +$881K +2,674 New
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$894K -$130K -394 -13%
PK
914
Pflug Koory
Nebraska
$894K – – –
RWA
915
Ropes Wealth Advisors
Massachusetts
$892K +$21.8K +66 +3%
LC
916
Lincoln Capital
Nebraska
$880K -$32K -97 -4%
RCA
917
Resonant Capital Advisors
Wisconsin
$879K +$125K +378 +17%
PJSIMP
918
P.J. Schmidt Investment Management (PJS)
Wisconsin
$879K -$33K -100 -4%
ECM
919
Evergreen Capital Management
Washington
$875K -$66.9K -203 -7%
MPM
920
Meritage Portfolio Management
Kansas
$863K -$10M -30,323 -92%
CI
921
Conning Inc
Connecticut
$862K -$4.29K -13 -0.5%
HWM
922
Hohimer Wealth Management
Washington
$857K -$67.9K -206 -7%
WSFS
923
Wilmington Savings Fund Society
Delaware
$857K – – –
FG
924
Foster Group
Iowa
$846K -$25.4K -77 -3%
TCOO
925
Trust Company of Oklahoma
Oklahoma
$843K -$83.7K -254 -9%
35 36
37
38 39