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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1326
United Community Bank
South Carolina
$227K +$220K +482 New
MBT
1327
Montecito Bank & Trust
California
$224K +$1.37K +3 +0.6%
NFC
1328
Northeast Financial Consultants
Connecticut
$224K +$217K +474 New
HI
1329
Hendershot Investments
Virginia
$222K – – –
MIP
1330
Marietta Investment Partners
Wisconsin
$220K +$213K +466 New
NERM
1331
New England Research & Management
Illinois
$219K +$213K +465 New
LTI
1332
Laffer Tengler Investments
Tennessee
$218K – – –
HHGA
1333
Halbert Hargrove Global Advisors
California
$218K +$211K +462 New
SEM
1334
Suncoast Equity Management
Florida
$215K +$208K +455 New
RDWM
1335
Red Door Wealth Management
Tennessee
$215K +$209K +457 New
CP
1336
CenterBook Partners
Connecticut
$214K +$208K +454 New
RC
1337
Roundview Capital
New Jersey
$214K +$208K +454 New
SAI
1338
Systematic Alpha Investments
New Jersey
$213K – – –
MFA
1339
Mayflower Financial Advisors
Massachusetts
$213K +$457 +1 +0.2%
PGA
1340
Portland Global Advisors
Maine
$212K +$206K +450 New
TIA
1341
Tiemann Investment Advisors
California
$210K +$204K +445 New
PWA
1342
Physician Wealth Advisors
Utah
$209K -$2.75K -6 -1%
GC
1343
Grimes & Company
Massachusetts
$207K +$201K +439 New
FSC
1344
Full Sail Capital
Oklahoma
$205K -$28.7M -62,835 -99%
BCP
1345
Blue Chip Partners
Michigan
$205K -$9.15K -20 -4%
ML
1346
McAdam LLC
Pennsylvania
$205K +$199K +434 New
GAM
1347
Grandview Asset Management
Pennsylvania
$205K +$199K +435 New
C
1348
CEDRUS
Colorado
$204K +$198K +432 New
PP
1349
PDS Planning
Ohio
$203K +$197K +430 New
ZCA
1350
Zeke Capital Advisors
Pennsylvania
$203K +$197K +431 New
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