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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1626
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.67K +9 New
MA
1627
MCF Advisors
Kentucky
$4K +$3.67K +9 New
SCA
1628
Stuart Chaussee & Associates
California
$4K +$4.07K +10 New
CWM
1629
Cedar Wealth Management
California
$3K – – –
RBC
1630
Roble Belko & Company
Pennsylvania
$3K – – –
TLCM
1631
Twin Lakes Capital Management
California
$3K – – –
DC
1632
DeDora Capital
California
$3K +$2.85K +7 New
NFSG
1633
Newbridge Financial Services Group
Florida
$3K +$2.85K +7 New
SWM
1634
Selective Wealth Management
Virginia
$3K +$2.85K +7 New
SIAP
1635
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$3.26K +8 New
MCM
1636
Manchester Capital Management
Vermont
$2K -$9.37K -23 -79%
MTIC
1637
Missouri Trust & Investment Company
Missouri
$2K – – –
PO
1638
Private Ocean
California
$2K +$407 +1 +25%
FEG
1639
Financial Enhancement Group
Indiana
$2K +$2.44K +6 New
PWP
1640
Pursue Wealth Partners
California
$1.66K +$1.63K +4 New
WA
1641
WestEnd Advisors
North Carolina
$1.64K -$1.22K -3 Closed
PI
1642
PEAK6 Investments
Illinois
$1K -$572K -1,405 -100%
ACK
1643
Andrew C. Karlinski
$1K – – –
BA
1644
Bivin & Associates
Oklahoma
$1K +$1.22K +3 New
MAM
1645
Marquette Asset Management
Minnesota
$1K +$1.22K +3 New
VNA
1646
Valley National Advisers
Pennsylvania
$1K +$1.22K +3 New
WIM
1647
Westside Investment Management
California
$20 – – –
SCP
1648
Soroban Capital Partners
New York
– -$45.3M -95,983 Closed
TA
1649
TRB Advisors
New York
– -$16.5M -35,000 Closed
PCM
1650
Prana Capital Management
Connecticut
– -$10.4M -21,952 Closed
64 65
66
67 68