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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1401
Five Oceans Advisors
California
$208K +$189K +518 New
TIA
1402
Tandem Investment Advisors
South Carolina
$207K +$189K +517 New
IGGA
1403
Iron Gate Global Advisors
Utah
$207K +$189K +516 New
SVWAG
1404
Sound View Wealth Advisors Group
Georgia
$206K -$58.8K -161 -24%
MTC
1405
McDaniel Terry & Co
Texas
$206K +$188K +515 New
NW
1406
Naviter Wealth
Arkansas
$206K +$187K +513 New
SIC
1407
Sigma Investment Counselors
Michigan
$206K +$187K +513 New
SWS
1408
SYSTM Wealth Solutions
Illinois
$205K +$187K +512 New
KFI
1409
Key Financial Inc
Pennsylvania
$203K +$8.77K +24 +5%
FCAG
1410
First Capital Advisors Group
New Jersey
$202K +$184K +504 New
PA
1411
Perennial Advisors
New York
$202K +$184K +504 New
IIM
1412
Ipswich Investment Management
Massachusetts
$201K +$183K +502 New
MIM
1413
Meridiem Investment Management
United Kingdom
$200K -$137K -375 -43%
MIM
1414
Marco Investment Management
Georgia
$200K +$183K +500 New
HI
1415
Hendershot Investments
Virginia
$200K – – –
APW
1416
Aurora Private Wealth
New Jersey
$200K +$183K +500 New
MHS
1417
M Holdings Securities
Oregon
$200K +$183K +500 New
UCB
1418
United Community Bank
South Carolina
$199K -$1.83K -5 -1%
GRP
1419
Global Retirement Partners
California
$192K -$23.4K -64 -12%
PB
1420
Pinnacle Bancorp
Nebraska
$191K -$2.92K -8 -2%
BONH
1421
Bank of New Hampshire
New Hampshire
$190K – – –
LTI
1422
Laffer Tengler Investments
Tennessee
$185K – – –
C
1423
Covestor
United Kingdom
$185K +$43.1K +118 +34%
LS
1424
Livforsakringsbolaget Skandia
Sweden
$183K – – –
GPI
1425
General Partner Inc
Pennsylvania
$177K – – –
55 56
57
58 59