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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Crewe Advisors
Utah
$157K -$5.89K -11 -3%
AAS
1802
Ameritas Advisory Services
Nebraska
$155K -$43.9K -82 -21%
AGWCA
1803
Annis Gardner Whiting Capital Advisors
Florida
$154K +$2.68K +5 +2%
AA
1804
Addison Advisors
Vermont
$154K -$1.07K -2 -0.6%
GCM
1805
Goldstream Capital Management
Hong Kong
$150K – – –
HWM
1806
Hemington Wealth Management
Virginia
$148K +$16.1K +30 +11%
HWM
1807
HighMark Wealth Management
Minnesota
$146K – – –
WB
1808
Webster Bank
Connecticut
$139K +$6.43K +12 +4%
PGAM
1809
Princeton Global Asset Management
New Jersey
$138K – – –
DFA
1810
DHJJ Financial Advisors
Illinois
$137K – – –
HNB
1811
Hilltop National Bank
Wyoming
$135K +$28.9K +54 +24%
WA
1812
WPG Advisers
Maryland
$133K +$535 +1 +0.4%
CIAM
1813
Caitong International Asset Management
Hong Kong
$132K +$146K +272 New
RYIA
1814
Roehl & Yi Investment Advisors
Oregon
$130K +$8.09M +15,117 New
FNWA
1815
Financial Network Wealth Advisors
Utah
$126K +$9.64K +18 +8%
EPAM
1816
Evelyn Partners Asset Management
$125K +$131K +245 +2,042%
AT
1817
Arlington Trust
Alabama
$123K – – –
FMP
1818
Financial Management Professionals
Texas
$120K +$3.21K +6 +2%
BGAI
1819
Bruce G. Allen Investments
Colorado
$120K -$3.75K -7 -3%
OA
1820
Operose Advisors
Wisconsin
$119K -$5.89K -11 -4%
YP
1821
YANKCOM Partnership
South Dakota
$117K – – –
HWA
1822
HHM Wealth Advisors
Tennessee
$116K -$3.75K -7 -3%
PC
1823
Promus Capital
Illinois
$115K – – –
GA
1824
GoalVest Advisory
New York
$109K – – –
HDIM
1825
Hanson & Doremus Investment Management
Vermont
$109K +$10.7K +20 +10%
71 72
73
74 75