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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1601
Gerber Kawasaki Wealth & Investment Management
California
$204K +$196K +458 New
KSWWM
1602
Keyes Stange & Wooten Wealth Management
Florida
$204K +$196K +458 New
AGWCA
1603
Annis Gardner Whiting Capital Advisors
Florida
$203K +$15.9K +37 +9%
LI
1604
LVZ Inc
Michigan
$203K +$196K +456 New
SIM
1605
Stratos Investment Management
Ohio
$202K +$194K +453 New
EBA
1606
Eagle Bay Advisors
New York
$202K -$70.4K -164 -27%
CD
1607
Chapin Davis
Maryland
$202K -$21.5K -50 -10%
NB
1608
Nicolet Bankshares
Wisconsin
$202K +$194K +453 New
SAI
1609
Systematic Alpha Investments
New Jersey
$202K +$194K +452 New
GWM
1610
Gitterman Wealth Management
New Jersey
$201K +$193K +451 New
EFSCE
1611
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$193K +450 New
DPI
1612
Diversified Portfolios Inc
Michigan
$200K +$193K +449 New
GPI
1613
General Partner Inc
Pennsylvania
$198K +$858 +2 +0.5%
NIMI
1614
Natixis Investment Managers International
France
$194K – – –
BONH
1615
Bank of New Hampshire
New Hampshire
$193K – – –
FIA
1616
FNY Investment Advisers
New York
$191K +$184K +430 New
AT
1617
Avalon Trust
New Mexico
$188K – – –
PCMC
1618
Planning Capital Management Corporation
Pennsylvania
$186K – – –
BCP
1619
Blue Chip Partners
Michigan
$186K -$7.29K -17 -4%
WIA
1620
Wetzel Investment Advisors
Indiana
$179K -$36K -84 -17%
MIM
1621
Meridiem Investment Management
United Kingdom
$178K – – –
KFS
1622
Kelly Financial Services
Massachusetts
$178K +$6.86K +16 +4%
ORAM
1623
One River Asset Management
Connecticut
$174K -$3.86K -9 -2%
TFF
1624
The Family Firm
Maryland
$173K +$167K +389 New
AWM
1625
Avior Wealth Management
Nebraska
$169K -$250K -582 -60%
63 64
65
66 67