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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1601
Menard Financial Group
Texas
– -$200K -594 Closed
GCM
1602
Gladius Capital Management
Illinois
– -$179K -530 Closed
PWM
1603
Prentice Wealth Management
New York
– -$108K -319 Closed
VVP
1604
Venture Visionary Partners
Ohio
– -$102K -303 Closed
HWA
1605
Heritage Wealth Advisors
Virginia
– -$89K -265 Closed
AIL
1606
AGF Investments LLC
Ontario, Canada
– -$48K -142 Closed
RCG
1607
Rock Creek Group
District of Columbia
– -$38K -112 Closed
CWP
1608
Concord Wealth Partners
Virginia
– -$37K -110 Closed
MMG
1609
Monetary Management Group
Missouri
– -$34K -100 Closed
AW
1610
Avion Wealth
Texas
– -$29K -87 Closed
CH
1611
Canton Hathaway
Rhode Island
– -$27K -79 Closed
PFGIA
1612
Patriot Financial Group Insurance Agency
Massachusetts
– -$26K -78 Closed
DWP
1613
Destiny Wealth Partners
Florida
– -$26K -77 Closed
GKIM
1614
GW&K Investment Management
Massachusetts
– -$16K -48 Closed
RG
1615
Retirement Group
California
– -$10.7K -30 -97%
CCM
1616
Chilton Capital Management
Texas
– -$10K -29 Closed
FBC
1617
Fairfield, Bush & Co
Connecticut
– -$5K -15 Closed
HS
1618
Horan Securities
United States
– -$4K -11 Closed
TWP
1619
TFO Wealth Partners
Ohio
– -$4K -11 Closed
RIM
1620
Rockbridge Investment Management
New York
– -$3.37K -10 Closed
GLLW
1621
Graves Light Lenhart Wealth
Virginia
– -$3K -9 Closed
AFG
1622
Albion Financial Group
Utah
– -$3K -8 Closed
SIAP
1623
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$3K -8 Closed
SFG
1624
Steward Financial Group
Texas
– -$2K -8 Closed
SWM
1625
Sugarloaf Wealth Management
Georgia
– -$2K -7 Closed
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