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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
Q
1576
QVR
California
– -$238K -561 Closed
KCM
1577
Kathmere Capital Management
Pennsylvania
– -$220K -518 Closed
BCM
1578
Bridgeway Capital Management
Texas
– -$212K -500 Closed
LWM
1579
Liberty Wealth Management
California
– -$182K -414 Closed
CFA
1580
Cahill Financial Advisors
Minnesota
– -$166K -390 Closed
MFT
1581
Moisand Fitzgerald Tamayo
Florida
– -$132K -310 Closed
PWM
1582
Prentice Wealth Management
New York
– -$110K -258 Closed
CPC
1583
Consolidated Planning Corp
Georgia
– -$85K -200 Closed
DOA
1584
D'Orazio & Associates
Virginia
– -$77K -181 Closed
WLPWM
1585
Walled Lake Planning & Wealth Management
Illinois
– -$63K -149 Closed
AWA
1586
Arkadios Wealth Advisors
Georgia
– -$52K -122 Closed
CDIA
1587
Capital Directions Investment Advisors
Georgia
– -$49K -115 Closed
HIM
1588
Hillsdale Investment Management
Ontario, Canada
– -$47K -110 Closed
GRP
1589
Global Retirement Partners
California
– -$37K -86 Closed
JFA
1590
JNBA Financial Advisors
Minnesota
– -$36K -85 Closed
CFD
1591
Creative Financial Designs
Indiana
– -$31K -74 Closed
IF
1592
Ironwood Financial
Arizona
– -$30K -70 Closed
RA
1593
Resolute Advisors
California
– -$30K -70 Closed
CWM
1594
Cranbrook Wealth Management
Michigan
– -$24K -56 Closed
EWA
1595
Evolution Wealth Advisors
Florida
– -$23K -53 Closed
SFP
1596
Sterling Financial Planning
New Jersey
– -$20K -48 Closed
BAM
1597
Bellevue Asset Management
Washington
– -$18K -42 Closed
KIG
1598
Kowal Investment Group
Wisconsin
– -$17K -39 Closed
PMFA
1599
Plante Moran Financial Advisors
Michigan
– -$13K -30 Closed
RTL
1600
Red Tortoise LLC
Georgia
– -$6K -19 Closed
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