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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1626
Planning Capital Management Corporation
Pennsylvania
$178K +$9.1K +21 +5%
MIM
1627
Meridiem Investment Management
United Kingdom
$170K -$43.3K -100 -20%
ORAM
1628
One River Asset Management
Connecticut
$170K +$173K +399 New
KFI
1629
Key Financial Inc
Pennsylvania
$166K -$49.8K -115 -23%
KFS
1630
Kelly Financial Services
Massachusetts
$163K -$10.8K -25 -6%
OCM
1631
Osterweis Capital Management
California
$158K +$10.8K +25 +7%
ANBT
1632
American National Bank & Trust
Texas
$151K – – –
HF
1633
Halpern Financial
Virginia
$149K – – –
DJSG
1634
D.J. St. Germain
Massachusetts
$148K +$1.3K +3 +0.9%
OA
1635
Operose Advisors
Wisconsin
$143K -$41.6K -96 -22%
SNB
1636
Security National Bank
Nebraska
$143K – – –
EWM
1637
Evermay Wealth Management
Virginia
$143K +$78.9K +182 +119%
BGAI
1638
Bruce G. Allen Investments
Colorado
$141K +$20.8K +48 +17%
HNB
1639
Hilltop National Bank
Wyoming
$140K +$143K +330 New
CTB
1640
Country Trust Bank
Illinois
$137K – – –
RA
1641
Ransom Advisory
Rhode Island
$136K +$139K +320 New
SWM
1642
Sugarloaf Wealth Management
Georgia
$134K +$21.2K +49 +18%
CP
1643
Castleview Partners
Texas
$134K -$2.6K -6 -2%
AAG
1644
Accordant Advisory Group
Maryland
$129K +$132K +304 New
HWM
1645
HighMark Wealth Management
Minnesota
$128K – – –
BWAM
1646
Boyd Watterson Asset Management
Ohio
$127K -$10.8K -25 -8%
TIM
1647
Tortoise Investment Management
New York
$126K -$8.23K -19 -6%
LOIM
1648
Liberty One Investment Management
Illinois
$124K +$126K +291 New
VCM
1649
Versant Capital Management
Arizona
$123K -$1.73K -4 -1%
DFA
1650
DHJJ Financial Advisors
Illinois
$120K – – –
64 65
66
67 68