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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPF
1676
Tribridge Partners Financial
Maryland
$206K -$4.64K -11 -2%
OCM
1677
One Capital Management
California
$205K – – –
HCM
1678
Hengehold Capital Management
Ohio
$205K +$845 +2 +0.4%
YWM
1679
Yukon Wealth Management
Kansas
$205K +$212K +503 New
SR
1680
Swiss Re
Switzerland
$205K +$181K +428 +571%
EL
1681
EWA LLC
Pennsylvania
$204K -$22.8K -54 -10%
MC
1682
Mirabaud & Cie
Switzerland
$204K -$106K -251 -33%
LWMM
1683
Legacy Wealth Management (Mississippi)
Mississippi
$204K – – –
MIM
1684
Marco Investment Management
Georgia
$204K – – –
CST
1685
Charles Schwab Trust
Nevada
$204K +$211K +500 New
ILI
1686
Invesco LLC (Illinois)
Illinois
$203K +$211K +499 New
SL
1687
Summitry LLC
California
$203K +$210K +498 New
QPBE
1688
Quintet Private Bank (Europe)
Luxembourg
$202K -$152K -361 -42%
TW
1689
TritonPoint Wealth
Maryland
$202K +$209K +495 New
PGA
1690
Portland Global Advisors
Maine
$200K – – –
CPIA
1691
Cornell Pochily Investment Advisors
New York
$200K – – –
KFI
1692
Key Financial Inc
Pennsylvania
$198K – – –
AT
1693
Avalon Trust
New Mexico
$198K -$128K -303 -38%
HI
1694
Hendershot Investments
Virginia
$195K – – –
SOW
1695
State of Wyoming
Wyoming
$194K +$90K +213 +81%
TCOT
1696
Trust Company of Toledo
Ohio
$193K -$31.3K -74 -14%
MEG
1697
Millstone Evans Group
Colorado
$186K +$1.69K +4 +0.9%
BIA
1698
Bell Investment Advisors
California
$181K -$13.5K -32 -7%
GPI
1699
General Partner Inc
Pennsylvania
$180K – – –
JWM
1700
JPL Wealth Management
Colorado
$169K -$1.73M -4,089 -91%
66 67
68
69 70