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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
1901
True Link Financial Advisors
California
$61.7K +$67.3K +145 New
WA
1902
Whipplewood Advisors
Colorado
$58.3K +$62.2K +134 +4,467%
CNBTD
1903
Citizens National Bank Trust Department
Mississippi
$57K +$3.71K +8 +6%
TFA
1904
Transamerica Financial Advisors
Florida
$56.9K +$929 +2 +2%
CYG
1905
Clean Yield Group
Vermont
$56.6K -$6.04K -13 -9%
WPA
1906
Wealth Preservation Advisors
Tennessee
$55.3K +$59.9K +129 +12,900%
DIP
1907
DT Investment Partners
Pennsylvania
$54.9K – – –
SGK
1908
Steigerwald Gordon & Koch
Virginia
$54.4K -$9.29K -20 -14%
HIMS
1909
Hager Investment Management Services
New Hampshire
$53.2K -$12.5K -27 -18%
MFC
1910
Mechanics Financial Corp
Ohio
$53.2K – – –
PWMG
1911
Private Wealth Management Group
New Jersey
$53.2K +$30.6K +66 +112%
HHCP
1912
Hilton Head Capital Partners
South Carolina
$52.7K -$668K -1,438 -92%
MIFH
1913
Migdal Insurance & Financial Holdings
Israel
$52.7K +$57.6K +124 New
TF
1914
Tompkins Financial
New York
$48.9K -$132K -284 -71%
MTIC
1915
Missouri Trust & Investment Company
Missouri
$48.9K – – –
FFA
1916
Frazier Financial Advisors
Ohio
$48.1K +$12.5K +27 +31%
CI
1917
Clal Insurance
Israel
$48K +$13.5K +29 +34%
TGY2IT
1918
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$47.2K +$51.5K +111 New
VNA
1919
Valley National Advisers
Pennsylvania
$47K -$5.11K -11 -9%
VIS
1920
Vega Investment Solutions
France
$46.4K – – –
BFP
1921
Birchwood Financial Partners
Minnesota
$45.5K – – –
DI
1922
DAGCO Inc
Ohio
$45.5K – – –
STB
1923
S&T Bank
Pennsylvania
$45.1K -$17.2K -37 -26%
CGA
1924
Compound Global Advisors
Washington
$42.5K -$10.2K -22 -18%
CB
1925
Centennial Bank
Arkansas
$42.5K – – –
75 76
77
78 79