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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1801
Innova Wealth Partners
Pennsylvania
$208K +$209K +409 New
BCP
1802
Blue Chip Partners
Michigan
$208K – – –
PA
1803
PFW Advisors
Georgia
$207K – – –
PC
1804
Promus Capital
Illinois
$207K – – –
SHF
1805
Stage Harbor Financial
Massachusetts
$207K – – –
FRM
1806
Fox Run Management
Connecticut
$206K -$619K -1,211 -75%
1WM
1807
1858 Wealth Management
Ohio
$205K – – –
BWA
1808
Brave Warrior Advisors
New York
$204K +$205K +401 New
CGA
1809
Compound Global Advisors
Washington
$203K -$235K -460 -48%
RCM
1810
Richardson Capital Management
Wisconsin
$203K – – –
CC
1811
Cadinha & Co
Hawaii
$203K +$204K +400 New
CK
1812
Cohen Klingenstein
New York
$203K +$204K +400 New
CAS
1813
CTC Alternative Strategies
Illinois
$203K +$204K +400 New
FWM
1814
FFT Wealth Management
Pennsylvania
$203K +$204K +400 New
HC
1815
Hamilton Capital
Ohio
$203K +$204K +400 New
IWM
1816
Integris Wealth Management
California
$203K +$204K +400 New
AAM
1817
Auxier Asset Management
Oregon
$202K +$203K +397 New
BIP
1818
Blue Investment Partners
California
$201K -$24K -47 -11%
IP
1819
Investment Partners
Ohio
$201K +$202K +396 New
MSAM
1820
Moloney Securities Asset Management
Missouri
$201K -$10.7K -21 -5%
TF
1821
Tompkins Financial
New York
$196K -$9.71K -19 -5%
BONH
1822
Bank of New Hampshire
New Hampshire
$185K – – –
ANBT
1823
American National Bank & Trust
Texas
$184K +$7.15K +14 +4%
OCM
1824
Osterweis Capital Management
California
$183K – – –
DJSG
1825
D.J. St. Germain
Massachusetts
$181K +$15.8K +31 +10%
71 72
73
74 75