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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1976
Steigerwald Gordon & Koch
Virginia
$77.3K +$9.9K +20 +16%
WIM
1977
Westside Investment Management
California
$76.9K +$1.98K +4 +3%
CYG
1978
Clean Yield Group
Vermont
$76.3K – – –
ITIM
1979
Indiana Trust & Investment Management
Indiana
$75.8K – – –
KFAS
1980
Keating Financial Advisory Services
Kansas
$75.3K +$71.2K +144 New
STB
1981
S&T Bank
Pennsylvania
$74.7K +$5.94K +12 +9%
SS
1982
Sunbelt Securities
Texas
$73.5K +$1.48K +3 +2%
SOW
1983
State of Wyoming
Wyoming
$72.6K -$110K -223 -62%
AT
1984
Arlington Trust
Alabama
$72.1K -$56.9K -115 -45%
MW
1985
Merited Wealth
Florida
$70K +$66.3K +134 New
UFPG
1986
United Financial Planning Group
New York
$69K +$8.91K +18 +16%
TFA
1987
Transamerica Financial Advisors
Florida
$68.4K +$29.7K +60 +85%
DIP
1988
DT Investment Partners
Pennsylvania
$67.4K – – –
CNBTD
1989
Citizens National Bank Trust Department
Mississippi
$65.8K -$17.3K -35 -22%
MFC
1990
Mechanics Financial Corp
Ohio
$65.3K – – –
VNA
1991
Valley National Advisers
Pennsylvania
$64K +$17.8K +36 +40%
CGA
1992
Compound Global Advisors
Washington
$63.8K – – –
LI
1993
LRI Investments
Florida
$62.7K +$1.48K +3 +0%
WAU
1994
Wellington-Altus USA
Manitoba, Canada
$62.7K +$59.4K +120 New
GWM
1995
Greenline Wealth Management
Florida
$62.6K +$59.4K +120 New
MTIC
1996
Missouri Trust & Investment Company
Missouri
$60.1K – – –
NL
1997
NVWM LLC
Pennsylvania
$58.5K +$990 +2 +2%
HCM
1998
Hollencrest Capital Management
California
$58K – – –
VIS
1999
Vega Investment Solutions
France
$57K +$53.9K +109 New
EWP
2000
Elevation Wealth Partners
California
$55.9K -$19.8K -40 -27%
78 79
80
81 82