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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1601
Angeles Investment Advisors
California
$206K +$198K +462 New
CC
1602
Corton Capital
Ontario, Canada
$206K +$198K +462 New
GKWIM
1603
Gerber Kawasaki Wealth & Investment Management
California
$204K +$196K +458 New
KSWWM
1604
Keyes Stange & Wooten Wealth Management
Florida
$204K +$196K +458 New
AGWCA
1605
Annis Gardner Whiting Capital Advisors
Florida
$203K +$15.9K +37 +9%
LI
1606
LVZ Inc
Michigan
$203K +$196K +456 New
SIM
1607
Stratos Investment Management
Ohio
$202K +$194K +453 New
EBA
1608
Eagle Bay Advisors
New York
$202K -$70.4K -164 -27%
CD
1609
Chapin Davis
Maryland
$202K -$21.5K -50 -10%
NB
1610
Nicolet Bankshares
Wisconsin
$202K +$194K +453 New
SAI
1611
Systematic Alpha Investments
New Jersey
$202K +$194K +452 New
GWM
1612
Gitterman Wealth Management
New Jersey
$201K +$193K +451 New
EFSCE
1613
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$193K +450 New
DPI
1614
Diversified Portfolios Inc
Michigan
$200K +$193K +449 New
GPI
1615
General Partner Inc
Pennsylvania
$198K +$858 +2 +0.5%
NIMI
1616
Natixis Investment Managers International
France
$194K – – –
BONH
1617
Bank of New Hampshire
New Hampshire
$193K – – –
FIA
1618
FNY Investment Advisers
New York
$191K +$184K +430 New
AT
1619
Avalon Trust
New Mexico
$188K – – –
PCMC
1620
Planning Capital Management Corporation
Pennsylvania
$186K – – –
BCP
1621
Blue Chip Partners
Michigan
$186K -$7.29K -17 -4%
WIA
1622
Wetzel Investment Advisors
Indiana
$179K -$36K -84 -17%
MIM
1623
Meridiem Investment Management
United Kingdom
$178K – – –
KFS
1624
Kelly Financial Services
Massachusetts
$178K +$6.86K +16 +4%
ORAM
1625
One River Asset Management
Connecticut
$174K -$3.86K -9 -2%
63 64
65
66 67