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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2001
Mendota Financial Group
Wisconsin
$3.98K -$507 -1 -11%
CAC
2002
Core Alternative Capital
Georgia
$3.98K – – –
ETS
2003
ESL Trust Services
New York
$3.98K – – –
TCM
2004
TruNorth Capital Management
Michigan
$3.98K – – –
GTAM
2005
Global Trust Asset Management
Florida
$3.98K +$4.06K +8 New
PWA
2006
Principia Wealth Advisory
Texas
$3.98K +$4.06K +8 New
RMP
2007
Richards, Merrill & Peterson
Washington
$3.98K +$4.06K +8 New
NL
2008
NVWM LLC
Pennsylvania
$3.49K – – –
BC
2009
Barrett & Company
Rhode Island
$3.49K +$3.55K +7 New
CBT
2010
Crews Bank & Trust
Florida
$3.49K +$3.55K +7 New
MA
2011
Modus Advisors
Minnesota
$3.49K +$3.55K +7 New
PS
2012
PayPay Securities
Japan
$3.49K +$3.55K +7 New
T
2013
Tidemark
California
$3.49K +$3.55K +7 New
WW
2014
Winnow Wealth
Texas
$3.44K +$3.55K +7 New
CAM
2015
Creekmur Asset Management
Illinois
$2.99K -$3.04K -6 -50%
BFS
2016
Burkett Financial Services
South Carolina
$2.99K – – –
IHWM
2017
Iron Horse Wealth Management
Iowa
$2.99K – – –
WA
2018
WestEnd Advisors
North Carolina
$2.99K – – –
BOJHT
2019
Bank of Jackson Hole Trust
Wyoming
$2.99K +$3.04K +6 New
BLC
2020
Brown, Lisle/Cummings
Rhode Island
$2.99K +$3.04K +6 New
MTIC
2021
Missouri Trust & Investment Company
Missouri
$2.99K +$3.04K +6 New
OSNBOA
2022
Old Second National Bank of Aurora
Illinois
$2.99K +$3.04K +6 New
CTB
2023
Country Trust Bank
Illinois
$2.49K – – –
1IA
2024
1620 Investment Advisors
Massachusetts
$2.03K -$150K -296 -99%
HGERS
2025
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
79 80
81
82 83