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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1576
Pasadena Private Wealth
California
– -$220K -653 Closed
IIA
1577
ICW Investment Advisors
Arizona
– -$219K -650 Closed
JIP
1578
Jaffetilchin Investment Partners
Florida
– -$217K -645 Closed
PFM
1579
Parsec Financial Management
North Carolina
– -$216K -642 Closed
NAMP
1580
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$213K -633 Closed
ACM
1581
Allred Capital Management
Texas
– -$212K -631 Closed
CFO
1582
Collective Family Office
Pennsylvania
– -$213K -631 Closed
CIP
1583
Convergence Investment Partners
Florida
– -$211K -626 Closed
SOW
1584
State of Wyoming
Wyoming
– -$211K -626 Closed
V
1585
VeraBank
Texas
– -$211K -626 Closed
SVWAG
1586
Sound View Wealth Advisors Group
Georgia
– -$210K -622 Closed
KMWM
1587
Keudell/Morrison Wealth Management
Oregon
– -$209K -621 Closed
BFA
1588
Bragg Financial Advisors
North Carolina
– -$209K -620 Closed
HKIMG
1589
Hutchens & Kramer Investment Management Group
Indiana
– -$211K -615 Closed
CIM
1590
Chapman Investment Management
California
– -$207K -614 Closed
4WM
1591
44 Wealth Management
Oregon
– -$206K -610 Closed
GKWIM
1592
Gerber Kawasaki Wealth & Investment Management
California
– -$205K -610 Closed
CI
1593
CX Institutional
Indiana
– -$204K -606 Closed
BPFA
1594
Barnes Pettey Financial Advisors
Mississippi
– -$203K -603 Closed
TCWM
1595
Total Clarity Wealth Management
Illinois
– -$203K -603 Closed
CCM
1596
Compton Capital Management
Rhode Island
– -$202K -600 Closed
IWA
1597
IVC Wealth Advisors
Pennsylvania
– -$202K -599 Closed
GCM
1598
Graham Capital Management
Connecticut
– -$201K -597 Closed
CMP
1599
Courage Miller Partners
Virginia
– -$201K -595 Closed
OAM
1600
Oak Asset Management
California
– -$201K -595 Closed
62 63
64
65 66