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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1676
Global Assets Advisory
Florida
$210K -$30.4K -72 -13%
ESB
1677
Essex Savings Bank
Connecticut
$210K -$8.02K -19 -4%
WCM
1678
Wedge Capital Management
North Carolina
$209K -$31.3K -74 -13%
GF
1679
GGM Financials
Ohio
$209K +$422 +1 +0.2%
PPG
1680
Peak Planning Group
Colorado
$208K +$422 +1 +0.2%
DBRC
1681
D.B. Root & Company
Pennsylvania
$208K -$29.1K -69 -12%
SIC
1682
Salem Investment Counselors
North Carolina
$208K – – –
UAG
1683
United Advisor Group
Ohio
$207K +$215K +508 New
JF
1684
Jericho Financial
Ohio
$207K -$277K -657 -56%
EFSCE
1685
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$3.38K +8 +2%
TPF
1686
Tribridge Partners Financial
Maryland
$206K -$4.64K -11 -2%
OCM
1687
One Capital Management
California
$205K – – –
HCM
1688
Hengehold Capital Management
Ohio
$205K +$845 +2 +0.4%
YWM
1689
Yukon Wealth Management
Kansas
$205K +$212K +503 New
SR
1690
Swiss Re
Switzerland
$205K +$181K +428 +571%
EL
1691
EWA LLC
Pennsylvania
$204K -$22.8K -54 -10%
MC
1692
Mirabaud & Cie
Switzerland
$204K -$106K -251 -33%
LWMM
1693
Legacy Wealth Management (Mississippi)
Mississippi
$204K – – –
MIM
1694
Marco Investment Management
Georgia
$204K – – –
CST
1695
Charles Schwab Trust
Nevada
$204K +$211K +500 New
ILI
1696
Invesco LLC (Illinois)
Illinois
$203K +$211K +499 New
SL
1697
Summitry LLC
California
$203K +$210K +498 New
QPBE
1698
Quintet Private Bank (Europe)
Luxembourg
$202K -$152K -361 -42%
TW
1699
TritonPoint Wealth
Maryland
$202K +$209K +495 New
PGA
1700
Portland Global Advisors
Maine
$200K – – –
66 67
68
69 70