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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
926
Independence Bank of Kentucky
Kentucky
$421K – – –
TPCW
927
TD Private Client Wealth
New York
$421K -$34.2K -97 -8%
UB
928
UMB Bank
Missouri
$411K – – –
IAN
929
Integrated Advisors Network
Texas
$410K -$22.2K -63 -5%
MMG
930
Monetary Management Group
Missouri
$407K – – –
OAM
931
Optimal Asset Management
California
$400K -$321K -909 -45%
SIAS
932
Shine Investment Advisory Services
Colorado
$400K – – –
KFA
933
Krane Funds Advisors
New York
$397K -$23.3K -66 -6%
GC
934
Gilbert & Cook
Iowa
$391K +$7.41K +21 +2%
SIM
935
Sadoff Investment Management
Wisconsin
$387K – – –
ECM
936
Elgethun Capital Management
South Dakota
$386K – – –
JCM
937
Janney Capital Management
Pennsylvania
$385K – – –
SDAM
938
Shulman DeMeo Asset Management
New York
$383K +$353 +1 +0.1%
CIC
939
Carnegie Investment Counsel
Ohio
$382K +$3.17K +9 +0.9%
EI
940
Ellevest Inc
New York
$380K +$26.8K +76 +8%
HT
941
Heritage Trust
Oklahoma
$379K – – –
IFS
942
Ifrah Financial Services
Arkansas
$376K -$9.17K -26 -2%
ECM
943
Evergreen Capital Management
Washington
$371K +$33.2K +94 +10%
DC
944
Davenport & Co
Virginia
$369K – – –
EMG
945
ETF Managers Group
New Jersey
$369K +$18.3K +52 +5%
VI
946
Versor Investments
New York
$369K +$361K +1,024 New
ACA
947
Anchor Capital Advisors
Massachusetts
$367K -$17.6K -50 -5%
ACM
948
Ayrshire Capital Management
Connecticut
$361K – – –
CB
949
Community Bank
New York
$361K – – –
MA
950
Montag & Associates
Georgia
$361K – – –
36 37
38
39 40