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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1751
Webster Bank
Connecticut
$102K -$14.4K -34 -12%
HWA
1752
HHM Wealth Advisors
Tennessee
$102K -$7.6K -18 -7%
CB
1753
CNB Bank
Pennsylvania
$100K -$293K -695 -74%
OA
1754
Operose Advisors
Wisconsin
$99.8K -$2.11K -5 -2%
PWMA
1755
Pension & Wealth Management Advisors
Massachusetts
$97.8K -$10.6K -25 -9%
OCWP
1756
Owl Creek Wealth Partners
Colorado
$95.3K -$34.6K -82 -26%
SL
1757
Salomon & Ludwin
Virginia
$95K +$28.3K +67 +41%
FCAS
1758
First Command Advisory Services
Texas
$93.7K -$30K -71 -24%
VIS
1759
Vega Investment Solutions
France
$93.7K +$51.1K +121 +111%
AFG
1760
Albion Financial Group
Utah
$92.9K +$20.3K +48 +27%
DWM
1761
Dogwood Wealth Management
Kansas
$91.6K +$77.7K +184 +449%
QWM
1762
Quaker Wealth Management
New Jersey
$90K -$40.5K -96 -30%
BFPW
1763
BOK Financial Private Wealth
Colorado
$89.2K +$3.38K +8 +4%
CT
1764
Clearstead Trust
Maine
$88.4K -$422 -1 -0.5%
BGAI
1765
Bruce G. Allen Investments
Colorado
$88K -$9.71K -23 -10%
HDIM
1766
Hanson & Doremus Investment Management
Vermont
$83K – – –
PPC
1767
Park Place Capital
Alabama
$81.5K -$65K -154 -44%
CPBTD
1768
Central Pacific Bank - Trust Division
Hawaii
$80.6K – – –
YDMI
1769
Y.D. More Investments
Israel
$79.4K – – –
AP
1770
Atwood & Palmer
Missouri
$79.2K +$422 +1 +0.5%
AA
1771
Addison Advisors
Vermont
$78.2K -$41.4K -98 -34%
FC
1772
Financial Consulate
Maryland
$76.6K -$14.4K -34 -15%
MCM
1773
MV Capital Management
Maryland
$76.2K +$422 +1 +0.5%
DCM
1774
Dorato Capital Management
Colorado
$75.8K – – –
JWA
1775
JFS Wealth Advisors
Pennsylvania
$74.5K -$29.6K -70 -28%
69 70
71
72 73