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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
NW
1701
Naviter Wealth
Arkansas
– -$206K -513 Closed
SWS
1702
SYSTM Wealth Solutions
Illinois
– -$205K -512 Closed
PA
1703
Perennial Advisors
New York
– -$202K -504 Closed
IIM
1704
Ipswich Investment Management
Massachusetts
– -$201K -502 Closed
APW
1705
Aurora Private Wealth
New Jersey
– -$200K -500 Closed
MIM
1706
Marco Investment Management
Georgia
– -$200K -500 Closed
MHS
1707
M Holdings Securities
Oregon
– -$200K -500 Closed
SSG
1708
Summit Securities Group
New York
– -$172K -429 Closed
BCM
1709
Barometer Capital Management
Ontario, Canada
– -$140K -350 Closed
PIAS
1710
PCA Investment Advisory Services
Ohio
– -$86.4K -215 Closed
CCM
1711
Chilton Capital Management
Texas
– -$80.2K -200 Closed
CAS
1712
Coppell Advisory Solutions
Texas
– -$53.4K -135 Closed
RCG
1713
Rock Creek Group
District of Columbia
– -$41.3K -103 Closed
HWA
1714
Heritage Wealth Advisors
Virginia
– -$39.3K -98 Closed
Group One Trading
1715
Group One Trading
Illinois
– -$35K -89 Closed
RI
1716
Ridgewood Investments
New Jersey
– -$32.5K -81 Closed
FA
1717
Fiduciary Alliance
South Carolina
– -$27.3K -68 Closed
TAIM
1718
TD Ameritrade Investment Management
Nebraska
– -$26K -64 Closed
HS
1719
Horan Securities
United States
– -$9.22K -23 Closed
OPTFSNA
1720
Old Point Trust & Financial Services N A
Virginia
– -$7.22K -18 Closed
FBC
1721
Fairfield, Bush & Co
Connecticut
– -$6.01K -15 Closed
YAL
1722
Your Advocates Ltd
Texas
– -$5.61K -14 Closed
DI
1723
Disciplined Investments
Oklahoma
– -$5.21K -13 Closed
IGWM
1724
ICA Group Wealth Management
Colorado
– -$2.4K -6 Closed
MTIC
1725
Missouri Trust & Investment Company
Missouri
– -$2.4K -6 Closed