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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
976
JOYN Advisors
Georgia
– -$62K -364 Closed
NFG
977
Next Financial Group
Texas
– -$47K -277 Closed
FTI
978
Fiduciary Trust International
Massachusetts
– -$35K -206 Closed
BGIM
979
Brandywine Global Investment Management
Pennsylvania
– -$33K -194 Closed
WANY
980
Wealthspire Advisors (New York)
New York
– -$31K -180 Closed
MOS
981
MGO One Seven
Ohio
– -$28K -169 Closed
M
982
MOTCO
Texas
– -$17K -98 Closed
EDRH
983
Edmond de Rothschild Holding
Switzerland
– -$16K -94 Closed
CT
984
Clearstead Trust
Maine
– -$15K -90 Closed
GI
985
Gradient Investments
Minnesota
– -$10K -60 Closed
PWMG
986
Prestige Wealth Management Group
New Jersey
– -$9K -54 Closed
AF
987
Allworth Financial
California
– -$6K -35 Closed
BCM
988
Brasada Capital Management
Texas
– -$4K -24 Closed
SIS
989
Sound Income Strategies
Florida
– -$4K -21 Closed
CA
990
Claro Advisors
Massachusetts
– -$4K -19 Closed
WCM
991
WealthBridge Capital Management
Ohio
– -$3K -19 Closed
UFF
992
USA Financial Formulas
Michigan
– -$2K -9 Closed
CC
993
Claybrook Capital
Massachusetts
– -$1K -4 Closed
WDL
994
Well Done LLC
Michigan
– -$1K -4 Closed
FGAM
995
Financial Gravity Asset Management
Texas
– +$194 +1 New
CFA
996
Camarda Financial Advisors
Florida
– +$387 +2 New
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