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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1801
PFW Advisors
Georgia
$207K – – –
PC
1802
Promus Capital
Illinois
$207K – – –
SHF
1803
Stage Harbor Financial
Massachusetts
$207K – – –
FRM
1804
Fox Run Management
Connecticut
$206K -$619K -1,211 -75%
1WM
1805
1858 Wealth Management
Ohio
$205K – – –
BWA
1806
Brave Warrior Advisors
New York
$204K +$205K +401 New
CGA
1807
Compound Global Advisors
Washington
$203K -$235K -460 -48%
RCM
1808
Richardson Capital Management
Wisconsin
$203K – – –
CC
1809
Cadinha & Co
Hawaii
$203K +$204K +400 New
CK
1810
Cohen Klingenstein
New York
$203K +$204K +400 New
CAS
1811
CTC Alternative Strategies
Illinois
$203K +$204K +400 New
FWM
1812
FFT Wealth Management
Pennsylvania
$203K +$204K +400 New
HC
1813
Hamilton Capital
Ohio
$203K +$204K +400 New
IWM
1814
Integris Wealth Management
California
$203K +$204K +400 New
AAM
1815
Auxier Asset Management
Oregon
$202K +$203K +397 New
BIP
1816
Blue Investment Partners
California
$201K -$24K -47 -11%
IP
1817
Investment Partners
Ohio
$201K +$202K +396 New
MSAM
1818
Moloney Securities Asset Management
Missouri
$201K -$10.7K -21 -5%
TF
1819
Tompkins Financial
New York
$196K -$9.71K -19 -5%
BONH
1820
Bank of New Hampshire
New Hampshire
$185K – – –
ANBT
1821
American National Bank & Trust
Texas
$184K +$7.15K +14 +4%
OCM
1822
Osterweis Capital Management
California
$183K – – –
DJSG
1823
D.J. St. Germain
Massachusetts
$181K +$15.8K +31 +10%
OC
1824
Oakworth Capital
Alabama
$179K +$8.69K +17 +5%
EWM
1825
Evermay Wealth Management
Virginia
$170K – – –
71 72
73
74 75