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S&P Global
SPGI

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