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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1776
Westfuller Advisors
New York
$200K +$220K +411 New
BBA
1777
Braun-Bostich & Associates
Pennsylvania
$200K -$3.21K -6 -1%
BM
1778
Berman McAleer
Maryland
$200K +$220K +411 New
NS
1779
NBC Securities
Alabama
$200K +$13.4K +25 +6%
PPC
1780
Park Place Capital
Alabama
$195K -$29.5K -55 -12%
RCM
1781
Richardson Capital Management
Wisconsin
$195K – – –
RFP
1782
Root Financial Partners
California
$193K +$213K +397 New
TF
1783
Tompkins Financial
New York
$188K – – –
TFIPS
1784
Towarzystwo Funduszy Inwestycyjnych PZU SA
$183K +$21.4K +40 +12%
BONH
1785
Bank of New Hampshire
New Hampshire
$178K – – –
HI
1786
Harbour Investments
Wisconsin
$178K +$13.9K +26 +8%
QL
1787
Quarry LP
New York
$177K -$66.9K -125 -26%
SOW
1788
State of Wyoming
Wyoming
$176K +$65.3K +122 +51%
OCM
1789
Osterweis Capital Management
California
$175K – – –
ANBT
1790
American National Bank & Trust
Texas
$173K +$2.68K +5 +1%
UFF
1791
USA Financial Formulas
Michigan
$169K -$68K -127 -27%
OC
1792
Oakworth Capital
Alabama
$167K +$1.61K +3 +0.9%
DJSG
1793
D.J. St. Germain
Massachusetts
$165K -$5.36K -10 -3%
SWA
1794
SOA Wealth Advisors
New York
$164K +$51.9K +97 +0.6%
IFU
1795
iSAM Funds (UK)
United Kingdom
$164K +$180K +336 New
EWM
1796
Evermay Wealth Management
Virginia
$163K – – –
SNB
1797
Security National Bank
Nebraska
$163K – – –
YDMI
1798
Y.D. More Investments
Israel
$162K +$22.5K +42 +14%
SP
1799
Saranac Partners
$161K -$80.3K -150 -31%
CT
1800
Clearstead Trust
Maine
$159K -$54.6K -102 -24%
70 71
72
73 74