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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1976
Keating Financial Advisory Services
Kansas
$75.3K +$71.2K +144 New
STB
1977
S&T Bank
Pennsylvania
$74.7K +$5.94K +12 +9%
SS
1978
Sunbelt Securities
Texas
$73.5K +$1.48K +3 +2%
SOW
1979
State of Wyoming
Wyoming
$72.6K -$110K -223 -62%
AT
1980
Arlington Trust
Alabama
$72.1K -$56.9K -115 -45%
MW
1981
Merited Wealth
Florida
$70K +$66.3K +134 New
UFPG
1982
United Financial Planning Group
New York
$69K +$8.91K +18 +16%
TFA
1983
Transamerica Financial Advisors
Florida
$68.4K +$29.7K +60 +85%
DIP
1984
DT Investment Partners
Pennsylvania
$67.4K – – –
CNBTD
1985
Citizens National Bank Trust Department
Mississippi
$65.8K -$17.3K -35 -22%
MFC
1986
Mechanics Financial Corp
Ohio
$65.3K – – –
VNA
1987
Valley National Advisers
Pennsylvania
$64K +$17.8K +36 +40%
CGA
1988
Compound Global Advisors
Washington
$63.8K – – –
LI
1989
LRI Investments
Florida
$62.7K +$1.48K +3 +0%
GWM
1990
Greenline Wealth Management
Florida
$62.6K +$59.4K +120 New
MTIC
1991
Missouri Trust & Investment Company
Missouri
$60.1K – – –
NL
1992
NVWM LLC
Pennsylvania
$58.5K +$990 +2 +2%
HCM
1993
Hollencrest Capital Management
California
$58K – – –
VIS
1994
Vega Investment Solutions
France
$57K +$53.9K +109 New
EWP
1995
Elevation Wealth Partners
California
$55.9K -$19.8K -40 -27%
DI
1996
DAGCO Inc
Ohio
$55.9K – – –
BFP
1997
Birchwood Financial Partners
Minnesota
$55.9K +$52.9K +107 New
DF
1998
Dunhill Financial
United Kingdom
$55.2K +$42.6K +86 +91%
NMG
1999
New Millennium Group
Utah
$54.3K – – –
CM
2000
Capula Management
Cayman Islands
$53.3K -$1.34M -2,717 -96%
78 79
80
81 82