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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1926
Ancora Advisors
Ohio
$144K +$50.5K +102 +59%
UFF
1927
USA Financial Formulas
Michigan
$141K -$38.6K -78 -22%
FNWA
1928
Financial Network Wealth Advisors
Utah
$138K +$2.97K +6 +2%
GA
1929
GoalVest Advisory
New York
$137K +$18.8K +38 +17%
YP
1930
YANKCOM Partnership
South Dakota
$135K +$9.4K +19 +8%
BGAI
1931
Bruce G. Allen Investments
Colorado
$134K +$5.44K +11 +4%
HHGA
1932
Halbert Hargrove Global Advisors
California
$131K +$121K +244 +4,067%
PAMS
1933
Pinpoint Asset Management (Singapore)
$131K +$124K +250 New
OA
1934
Operose Advisors
Wisconsin
$128K – – –
FMP
1935
Financial Management Professionals
Texas
$128K -$1.48K -3 -1%
HWA
1936
HHM Wealth Advisors
Tennessee
$125K – – –
FCAS
1937
First Command Advisory Services
Texas
$118K +$9.9K +20 +10%
YDMI
1938
Y.D. More Investments
Israel
$117K -$53.4K -108 -33%
PWMA
1939
Pension & Wealth Management Advisors
Massachusetts
$115K +$16.8K +34 +18%
CT
1940
Clearstead Trust
Maine
$114K -$53.4K -108 -33%
RA
1941
Ransom Advisory
Rhode Island
$114K +$8.91K +18 +9%
MWA
1942
Medallion Wealth Advisors
Connecticut
$111K – – –
BFPW
1943
BOK Financial Private Wealth
Colorado
$110K – – –
PP
1944
PFS Partners
New Jersey
$109K -$990 -2 -1%
WA
1945
WPG Advisers
Maryland
$108K -$33.6K -68 -25%
HDIM
1946
Hanson & Doremus Investment Management
Vermont
$107K -$9.9K -20 -9%
GAG
1947
Goodman Advisory Group
Massachusetts
$106K – – –
JWA
1948
JFS Wealth Advisors
Pennsylvania
$103K +$26.2K +53 +37%
AP
1949
Atwood & Palmer
Missouri
$101K +$495 +1 +0.5%
MCM
1950
MV Capital Management
Maryland
$100K +$4.45K +9 +5%
76 77
78
79 80