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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1801
Sierra Ocean
California
$142K +$145K +285 New
TIM
1802
Tortoise Investment Management
New York
$140K +$507 +1 +0.4%
DFA
1803
DHJJ Financial Advisors
Illinois
$140K – – –
AGWCA
1804
Annis Gardner Whiting Capital Advisors
Florida
$138K -$1.01K -2 -0.7%
WB
1805
Webster Bank
Connecticut
$136K – – –
CPG
1806
Cornerstone Planning Group
New Jersey
$131K -$1.01K -2 -0.8%
BGAI
1807
Bruce G. Allen Investments
Colorado
$131K -$507 -1 -0.4%
HWM
1808
Hemington Wealth Management
Virginia
$130K +$12.2K +24 +10%
SOW
1809
State of Wyoming
Wyoming
$130K +$64.4K +127 +95%
OA
1810
Operose Advisors
Wisconsin
$129K -$96.9K -191 -42%
HWA
1811
HHM Wealth Advisors
Tennessee
$122K +$3.55K +7 +3%
WI
1812
Wintrust Investments
Illinois
$121K -$6.09K -12 -5%
BWAM
1813
Boyd Watterson Asset Management
Ohio
$116K – – –
SFGP
1814
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$116K +$118K +232 New
LFG
1815
Larson Financial Group
Missouri
$114K +$5.58K +11 +5%
FFA
1816
Fairfield Financial Advisors
Massachusetts
$113K – – –
PPA
1817
Painted Porch Advisors
California
$113K +$42.1K +83 +58%
FMII
1818
Farmers & Merchants Investments Inc
Nebraska
$112K -$1.01K -2 -0.9%
BFPW
1819
BOK Financial Private Wealth
Colorado
$108K +$3.04K +6 +3%
AA
1820
Addison Advisors
Vermont
$107K +$507 +1 +0.5%
YP
1821
YANKCOM Partnership
South Dakota
$105K +$107K +211 New
HDIM
1822
Hanson & Doremus Investment Management
Vermont
$102K +$104K +204 New
RA
1823
Ransom Advisory
Rhode Island
$99.6K -$60.9K -120 -38%
PGAM
1824
Princeton Global Asset Management
New Jersey
$99.6K – – –
BOTPPF
1825
Board of the Pension Protection Fund
United Kingdom
$99.6K +$101K +200 New
71 72
73
74 75