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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
1201
Guardian Life Insurance
New York
– -$197K -720 Closed
NIM
1202
NuWave Investment Management
New Jersey
– -$194K -710 Closed
ZF
1203
Zhang Financial
Michigan
– -$209K -700 Closed
WA
1204
Waverly Advisors
Alabama
– -$207K -699 Closed
BCP
1205
Blue Chip Partners
Michigan
– -$163K -598 Closed
AP
1206
Advisors Preferred
Maryland
– -$141K -517 Closed
IIA
1207
ICW Investment Advisors
Arizona
– -$73K -267 Closed
TPWA
1208
TRUE Private Wealth Advisors
Oregon
– -$58K -214 Closed
LB
1209
Legacy Bridge
Iowa
– -$48K -175 Closed
RIA
1210
Realta Investment Advisors
Delaware
– -$44K -169 Closed
EWA
1211
Evolution Wealth Advisors
Florida
– -$45K -165 Closed
EIM
1212
Essex Investment Management
Massachusetts
– -$29K -108 Closed
CCA
1213
Catalyst Capital Advisors
New York
– -$27K -100 Closed
GCM
1214
Gables Capital Management
Florida
– -$27K -100 Closed
SIC
1215
Samalin Investment Counsel
New York
– -$21K -78 Closed
ACM
1216
Allred Capital Management
Texas
– -$17.7K -65 Closed
BAMG
1217
Brand Asset Management Group
Missouri
– -$8K -28 Closed
SL
1218
Savior LLC
Massachusetts
– -$7K -27 Closed
LWM
1219
Lionsbridge Wealth Management
Florida
– -$4K -15 Closed
HWM
1220
Howard Wealth Management
Connecticut
– -$3K -14 Closed
FPFS
1221
First Personal Financial Services
North Carolina
– -$3K -12 Closed
FANJ
1222
Financial Architects (New Jersey)
New Jersey
– -$2K -7 Closed
HWA
1223
Heritage Wealth Advisors
Virginia
– -$1.36K -5 Closed
WQ
1224
Wealth Quarterback
New Jersey
– -$1.11K -4 Closed
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