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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
Stembrook Asset Management
New Jersey
$400K +$379K +766 New
IIC
1552
Integrated Investment Consultants
Michigan
$400K +$5.44K +11 +1%
BMO
1553
Beck Mack & Oliver
New York
$400K – – –
EA
1554
Emerald Advisers
Pennsylvania
$399K -$16.3K -33 -4%
G
1555
Gainplan
Michigan
$398K +$15.8K +32 +4%
PWS
1556
Peterson Wealth Services
Utah
$397K -$702K -1,418 -65%
SW
1557
Simplicity Wealth
New Jersey
$395K -$1.98K -4 -0.5%
HBT
1558
Heartland Bank & Trust
Illinois
$394K -$875K -1,769 -70%
BB
1559
Busey Bank
Illinois
$394K -$3.96K -8 -1%
CSB
1560
City State Bank
Iowa
$394K +$990 +2 +0.3%
LP
1561
LB Partners
Virginia
$392K – – –
VCM
1562
Violich Capital Management
California
$392K – – –
PWP
1563
Phillips Wealth Planners
Mississippi
$390K +$13.9K +28 +4%
BCM
1564
Bourgeon Capital Management
Connecticut
$390K – – –
MCCA
1565
Mill Creek Capital Advisors
Pennsylvania
$387K -$2.97K -6 -0.8%
IFG
1566
Independent Financial Group
California
$386K +$61.8K +125 +20%
MW
1567
Marble Wealth
Alabama
$386K +$365K +738 New
EFG
1568
Elm3 Financial Group
Georgia
$382K -$50K -101 -12%
HWP
1569
Hibernia Wealth Partners
Louisiana
$381K +$361K +730 New
SPA
1570
Sherbrooke Park Advisers
New York
$379K -$403K -815 -53%
BCFD
1571
Boit C.F. David
$379K – – –
FC
1572
Financial Consulate
Maryland
$377K -$66.3K -134 -16%
IAIM
1573
International Assets Investment Management
Florida
$377K +$3.46K +7 +1%
SEIA
1574
Signature Estate & Investment Advisors
California
$376K -$4.95K -10 -1%
AAA
1575
AG Asset Advisory
California
$373K – – –
61 62
63
64 65