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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
1551
General Partner Inc
Pennsylvania
$193K – – –
SWS
1552
SYSTM Wealth Solutions
Illinois
$193K +$172K +437 New
RIL
1553
Rothschild Investment LLC
Illinois
$191K +$171K +434 New
GWS
1554
Glassman Wealth Services
Virginia
$191K +$11.4K +29 +7%
OA
1555
Operose Advisors
Wisconsin
$190K +$18.2K +46 +12%
AT
1556
Avalon Trust
New Mexico
$186K – – –
KFS
1557
Kelly Financial Services
Massachusetts
$180K +$10.3K +26 +7%
PGAM
1558
Princeton Global Asset Management
New Jersey
$180K +$3.16K +8 +2%
C
1559
Covestor
United Kingdom
$177K +$22.9K +58 +17%
HCPC
1560
Hamilton Capital Partners (Canada)
$176K +$158K +400 New
PCMC
1561
Planning Capital Management Corporation
Pennsylvania
$175K +$157K +397 New
PVH
1562
Psagot Value Holdings
Israel
$168K -$7.89K -20 -5%
EWA
1563
EverSource Wealth Advisors
Alabama
$164K +$12.6K +32 +9%
SIMG
1564
Stephens Investment Management Group
Texas
$162K – – –
BCP
1565
Blue Chip Partners
Michigan
$161K – – –
LSA
1566
Leonteq Securities AG
Switzerland
$159K -$82.1K -208 -37%
ANBT
1567
American National Bank & Trust
Texas
$157K -$4.74K -12 -3%
T
1568
TOBAM
France
$154K +$135K +343 +4,900%
OCM
1569
Osterweis Capital Management
California
$152K +$4.34K +11 +3%
DJSG
1570
D.J. St. Germain
Massachusetts
$152K +$15.8K +40 +13%
NIMI
1571
Natixis Investment Managers International
France
$151K – – –
HF
1572
Halpern Financial
Virginia
$150K – – –
SNB
1573
Security National Bank
Nebraska
$148K +$132K +335 New
BWAM
1574
Boyd Watterson Asset Management
Ohio
$143K – – –
CTB
1575
Country Trust Bank
Illinois
$142K – – –
61 62
63
64 65