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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1626
The Family Firm
Maryland
$173K +$167K +389 New
AWM
1627
Avior Wealth Management
Nebraska
$169K -$250K -582 -60%
FCAS
1628
First Command Advisory Services
Texas
$168K -$22.3K -52 -12%
OCM
1629
Osterweis Capital Management
California
$161K -$4.72K -11 -3%
ANBT
1630
American National Bank & Trust
Texas
$159K – – –
DJSG
1631
D.J. St. Germain
Massachusetts
$154K -$858 -2 -0.6%
OA
1632
Operose Advisors
Wisconsin
$150K – – –
EWM
1633
Evermay Wealth Management
Virginia
$149K – – –
SNB
1634
Security National Bank
Nebraska
$149K – – –
HNB
1635
Hilltop National Bank
Wyoming
$147K -$429 -1 -0.3%
VCM
1636
Versant Capital Management
Arizona
$146K +$15.9K +37 +13%
RA
1637
Ransom Advisory
Rhode Island
$143K – – –
SWM
1638
Sugarloaf Wealth Management
Georgia
$142K +$1.29K +3 +0.9%
BGAI
1639
Bruce G. Allen Investments
Colorado
$137K -$10.7K -25 -8%
CFM
1640
Catalyst Funds Management
Australia
$134K -$686K -1,600 -84%
HF
1641
Halpern Financial
Virginia
$134K -$21.5K -50 -14%
HWM
1642
HighMark Wealth Management
Minnesota
$134K – – –
DFA
1643
DHJJ Financial Advisors
Illinois
$125K – – –
TF
1644
Tompkins Financial
New York
$125K – – –
TFIPS
1645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K – – –
CPG
1646
Cornerstone Planning Group
New Jersey
$123K +$41.2K +96 +59%
CA
1647
CoreCap Advisors
Michigan
$122K +$27K +63 +30%
BWAM
1648
Boyd Watterson Asset Management
Ohio
$122K -$10.7K -25 -8%
WB
1649
Webster Bank
Connecticut
$122K – – –
IAIM
1650
International Assets Investment Management
Florida
$119K +$115K +267 New
64 65
66
67 68