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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1776
Perennial Investment Advisors
California
$201K +$204K +403 New
RCM
1777
Richardson Capital Management
Wisconsin
$199K +$203K +400 New
SG
1778
Straightline Group
Michigan
$199K +$203K +400 New
YDMI
1779
Y.D. More Investments
Israel
$195K +$94.9K +187 +91%
NIMI
1780
Natixis Investment Managers International
France
$187K – – –
SC
1781
Stance Capital
Massachusetts
$183K +$187K +368 New
BONH
1782
Bank of New Hampshire
New Hampshire
$182K -$34.5K -68 -16%
UFF
1783
USA Financial Formulas
Michigan
$180K +$184K +362 New
EBA
1784
Eagle Bay Advisors
New York
$180K -$46.7K -92 -20%
OCM
1785
Osterweis Capital Management
California
$179K – – –
ANBT
1786
American National Bank & Trust
Texas
$173K – – –
HCP
1787
Hexagon Capital Partners
Arkansas
$173K +$95.9K +189 +120%
AT
1788
Avalon Trust
New Mexico
$169K -$42.1K -83 -20%
FA
1789
Fedenia Advisers
Wisconsin
$168K +$171K +337 New
FCAS
1790
First Command Advisory Services
Texas
$167K – – –
EWM
1791
Evermay Wealth Management
Virginia
$167K – – –
OC
1792
Oakworth Capital
Alabama
$167K +$76.1K +150 +81%
SNB
1793
Security National Bank
Nebraska
$167K – – –
TFIPS
1794
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K +$27.9K +55 +20%
DMBA
1795
Deseret Mutual Benefit Administrators
Utah
$166K -$43.1K -85 -20%
DJSG
1796
D.J. St. Germain
Massachusetts
$162K -$5.07K -10 -3%
GCM
1797
Goldstream Capital Management
Hong Kong
$154K – – –
HNB
1798
Hilltop National Bank
Wyoming
$150K -$9.13K -18 -6%
HWM
1799
HighMark Wealth Management
Minnesota
$149K – – –
PAM
1800
Paradigm Asset Management
New York
$149K +$152K +300 New
70 71
72
73 74