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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1726
HighMark Wealth Management
Minnesota
$122K – – –
MB
1727
MidFirst Bank
Oklahoma
$121K +$1.69K +4 +1%
MNA
1728
Manning & Napier Advisors
New York
$117K -$693K -1,640 -85%
DFA
1729
DHJJ Financial Advisors
Illinois
$114K – – –
WA
1730
Westfuller Advisors
New York
$114K +$7.6K +18 +7%
PGAM
1731
Princeton Global Asset Management
New Jersey
$114K -$2.11K -5 -2%
PAMS
1732
Pinpoint Asset Management (Singapore)
$114K +$16K +38 +16%
IA
1733
IFG Advisory
Georgia
$109K +$113K +268 New
SIA
1734
Strategic Investment Advisors
Michigan
$109K +$112K +266 New
GA
1735
GoalVest Advisory
New York
$107K – – –
GP
1736
Guardian Partners
Canada
$104K +$108K +256 New
C
1737
Covestor
United Kingdom
$104K +$6.33K +15 +6%
MWM
1738
Mascoma Wealth Management
New Hampshire
$103K +$30K +71 +39%
HHGA
1739
Halbert Hargrove Global Advisors
California
$103K +$845 +2 +0.8%
NS
1740
NBC Securities
Alabama
$102K -$3.38K -8 -3%
WB
1741
Webster Bank
Connecticut
$102K -$14.4K -34 -12%
HWA
1742
HHM Wealth Advisors
Tennessee
$102K -$7.6K -18 -7%
CB
1743
CNB Bank
Pennsylvania
$100K -$293K -695 -74%
OA
1744
Operose Advisors
Wisconsin
$99.8K -$2.11K -5 -2%
PWMA
1745
Pension & Wealth Management Advisors
Massachusetts
$97.8K -$10.6K -25 -9%
OCWP
1746
Owl Creek Wealth Partners
Colorado
$95.3K -$34.6K -82 -26%
SL
1747
Salomon & Ludwin
Virginia
$95K +$28.3K +67 +41%
FCAS
1748
First Command Advisory Services
Texas
$93.7K -$30K -71 -24%
VIS
1749
Vega Investment Solutions
France
$93.7K +$51.1K +121 +111%
AFG
1750
Albion Financial Group
Utah
$92.9K +$20.3K +48 +27%
68 69
70
71 72