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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1601
McKinley Carter Wealth Services
West Virginia
– -$605K -1,982 Closed
PRC
1602
Pearl River Capital
Michigan
– -$575K -1,884 Closed
CCB
1603
Cutter & Co Brokerage
Missouri
– -$532K -1,744 Closed
EP
1604
Edgestream Partners
New Jersey
– -$516K -1,691 Closed
LHC
1605
Little House Capital
Massachusetts
– -$508K -1,663 Closed
PF
1606
Phoenix Financial
Israel
– -$477K -1,521 Closed
HPWM
1607
Highland Private Wealth Management
Washington
– -$453K -1,485 Closed
CFA
1608
CWS Financial Advisors
Michigan
– -$436K -1,427 Closed
JWM
1609
Jackson Wealth Management
Florida
– -$418K -1,369 Closed
AI
1610
AdvisorShares Investments
Maryland
– -$404K -1,324 Closed
DA
1611
DSC Advisors
Illinois
– -$390K -1,278 Closed
CFG
1612
Cooper Financial Group
California
– -$337K -1,104 Closed
GCP
1613
GSA Capital Partners
United Kingdom
– -$328K -1,075 Closed
PAM
1614
Paradigm Asset Management
New York
– -$305K -1,000 Closed
VIM
1615
VELA Investment Management
Ohio
– -$295K -967 Closed
AWM
1616
Axxcess Wealth Management
California
– -$290K -949 Closed
NW
1617
Naviter Wealth
Arkansas
– -$245K -801 Closed
EH
1618
Equitable Holdings
New York
– -$220K -719 Closed
PSP
1619
Principal Street Partners
Tennessee
– -$213K -698 Closed
TA
1620
Townsend & Associates
Colorado
– -$220K -688 Closed
LP
1621
LGL Partners
Pennsylvania
– -$209K -684 Closed
CC
1622
Courier Capital
New York
– -$206K -675 Closed
GAM
1623
Gould Asset Management
California
– -$206K -673 Closed
PCIA
1624
Prime Capital Investment Advisors
Kansas
– -$203K -664 Closed
WB
1625
West Bancorporation
Iowa
– -$150K -490 Closed
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