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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1651
DHJJ Financial Advisors
Illinois
$120K – – –
TF
1652
Tompkins Financial
New York
$119K – – –
TFIPS
1653
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K +$21.2K +49 +21%
WB
1654
Webster Bank
Connecticut
$117K +$10.4K +24 +10%
HIIFS
1655
Harel Insurance Investments & Financial Services
Israel
$112K – – –
JWA
1656
JFS Wealth Advisors
Pennsylvania
$107K +$20.8K +48 +24%
HFM
1657
Harvest Fund Management
China
$103K -$26.9K -62 -20%
DCM
1658
Disciplina Capital Management
Tennessee
$97.7K +$433 +1 +0.4%
HWA
1659
HHM Wealth Advisors
Tennessee
$97.4K – – –
FMII
1660
Farmers & Merchants Investments Inc
Nebraska
$97K – – –
GA
1661
GoalVest Advisory
New York
$94K +$23.8K +55 +33%
HI
1662
Harbour Investments
Wisconsin
$91.9K -$12.1K -28 -11%
WPA
1663
West Paces Advisors
Georgia
$90.2K -$9.97K -23 -10%
T
1664
TOBAM
France
$90K -$59.8K -138 -39%
CA
1665
CoreCap Advisors
Michigan
$89.9K -$275K -635 -75%
BFPW
1666
BOK Financial Private Wealth
Colorado
$89.8K +$29K +67 +47%
PGAM
1667
Princeton Global Asset Management
New Jersey
$85.1K -$90.2K -208 -51%
DI
1668
DAGCO Inc
Ohio
$85.1K +$86.7K +200 New
AA
1669
Addison Advisors
Vermont
$84.7K +$9.97K +23 +13%
RA
1670
Rational Advisors
New York
$83.4K -$25.1K -58 -23%
PP
1671
PFS Partners
New Jersey
$83.3K +$433 +1 +0.5%
ITIM
1672
Indiana Trust & Investment Management
Indiana
$83K +$17.3K +40 +26%
OP
1673
ORG Partners
Indiana
$82K -$608K -1,403 -88%
WPWM
1674
Western Pacific Wealth Management
Illinois
$80K +$81.5K +188 New
TFA
1675
Transamerica Financial Advisors
Florida
$79K -$305K -704 -79%
65 66
67
68 69