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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1151
D.B. Root & Company
Pennsylvania
$291K -$77.1K -178 -21%
MA
1152
MJP Associates
Connecticut
$291K +$4.33K +10 +1%
NB
1153
Northwest Bancshares
Pennsylvania
$289K – – –
TAL
1154
TIG Advisors LLC
New York
$287K -$1.65M -3,800 -85%
PBO
1155
Peoples Bank (Ohio)
Ohio
$287K -$13K -30 -4%
BFEC
1156
Benjamin F. Edwards & Company
Missouri
$286K -$26K -60 -8%
SSWG
1157
Seven Springs Wealth Group
Tennessee
$286K – – –
SRC
1158
Shufro Rose & Co
New York
$283K – – –
RPWA
1159
Regent Peak Wealth Advisors
Georgia
$283K +$2.6K +6 +0.9%
GBT
1160
Grove Bank & Trust
Florida
$280K -$36.8K -85 -11%
ANTB
1161
AMG National Trust Bank
Colorado
$280K +$4.77K +11 +2%
EWM
1162
Empirical Wealth Management
Washington
$279K -$20.4K -47 -7%
LWMM
1163
Legacy Wealth Management (Mississippi)
Mississippi
$277K – – –
PPW
1164
Pasadena Private Wealth
California
$277K – – –
USCWA
1165
U.S. Capital Wealth Advisors
Texas
$277K +$282K +651 New
BHWM
1166
Bar Harbor Wealth Management
New Hampshire
$276K -$195K -450 -41%
DY
1167
Dowling & Yahnke
California
$275K +$13.9K +32 +5%
AWP
1168
Ascent Wealth Partners
New York
$273K +$1.73K +4 +0.6%
TSS
1169
Two Sigma Securities
New York
$273K +$278K +642 New
FCB
1170
First Command Bank
Texas
$272K -$102K -235 -27%
FCFS
1171
First Command Financial Services
Texas
$272K -$102K -235 -27%
ACA
1172
Affinity Capital Advisors
California
$272K -$11.3K -26 -4%
SDWMA
1173
Schneider Downs Wealth Management Advisors
Pennsylvania
$272K +$277K +639 New
HIIFS
1174
Harel Insurance Investments & Financial Services
Israel
$271K -$683K -1,577 -71%
CBFP
1175
Cedar Brook Financial Partners
Ohio
$270K -$48.5K -112 -15%
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47
48 49