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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
1851
State of Wyoming
Wyoming
$112K +$57.6K +124 +89%
GA
1852
GoalVest Advisory
New York
$111K – – –
WA
1853
Westfuller Advisors
New York
$111K -$62.2K -134 -34%
NS
1854
NBC Securities
Alabama
$110K -$66.9K -144 -36%
HCM
1855
Hollencrest Capital Management
California
$109K +$67.8K +146 +132%
JWA
1856
JFS Wealth Advisors
Pennsylvania
$108K +$26K +56 +28%
HHGA
1857
Halbert Hargrove Global Advisors
California
$106K – – –
OA
1858
Operose Advisors
Wisconsin
$106K +$2.32K +5 +2%
OCM
1859
Osterweis Capital Management
California
$104K -$42.2K -91 -27%
FNWA
1860
Financial Network Wealth Advisors
Utah
$103K -$10.7K -23 -9%
PAMS
1861
Pinpoint Asset Management (Singapore)
$103K -$4.18K -9 -4%
C
1862
Covestor
United Kingdom
$102K -$192K -413 -63%
BGAI
1863
Bruce G. Allen Investments
Colorado
$102K -$8.36K -18 -7%
RFP
1864
Root Financial Partners
California
$101K -$67.8K -146 -38%
FMP
1865
Financial Management Professionals
Texas
$100K -$4.18K -9 -4%
FC
1866
Financial Consulate
Maryland
$94.4K -$232K -499 -69%
CT
1867
Clearstead Trust
Maine
$92.7K – – –
MWA
1868
Medallion Wealth Advisors
Connecticut
$90.2K – – –
BFPW
1869
BOK Financial Private Wealth
Colorado
$89.7K – – –
HDIM
1870
Hanson & Doremus Investment Management
Vermont
$87K – – –
AT
1871
Arlington Trust
Alabama
$85.9K +$29.7K +64 +46%
CPBTD
1872
Central Pacific Bank - Trust Division
Hawaii
$84.2K -$128K -275 -58%
YDMI
1873
Y.D. More Investments
Israel
$82.9K -$13.5K -29 -13%
AP
1874
Atwood & Palmer
Missouri
$82.6K – – –
BFM
1875
Brooklands Fund Management
United Kingdom
$81.2K -$1.43M -3,078 -94%
73 74
75
76 77