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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
Aquire Wealth Advisors
Utah
– -$107K -226 Closed
PPWM
1727
PFG Private Wealth Management
Florida
– -$101K -215 Closed
TCM
1728
Tradewinds Capital Management
Washington
– -$87K -184 Closed
MC
1729
Maverick Capital
Texas
– -$68K -145 Closed
CAC
1730
Cowen and Company
New York
– -$60K -128 Closed
AWA
1731
Amplius Wealth Advisors
Pennsylvania
– -$45K -96 Closed
PCMC
1732
Paragon Capital Management (Colorado)
Colorado
– -$45K -95 Closed
SFM
1733
Signet Financial Management
New Jersey
– -$28K -60 Closed
ACM
1734
Absolute Capital Management
Pennsylvania
– -$22.2K -47 Closed
CCM
1735
Chilton Capital Management
Texas
– -$13K -28 Closed
ODG
1736
O'Dell Group
Ohio
– -$12K -26 Closed
DWA
1737
Delos Wealth Advisors
Texas
– -$10K -21 Closed
MUMSS
1738
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$9K -20 Closed
MIFH
1739
Migdal Insurance & Financial Holdings
Israel
– -$8K -18 Closed
ONST
1740
Old North State Trust
North Carolina
– -$8K -18 Closed
TF
1741
Tompkins Financial
New York
– -$6K -13 Closed
PCA
1742
Providence Capital Advisors
North Carolina
– -$6K -12 Closed
DWMG
1743
DB Wealth Management Group
California
– -$4K -9 Closed
MG
1744
MilWealth Group
Wisconsin
– -$4.25K -9 Closed
SC
1745
Stephens Consulting
Michigan
– -$4.25K -9 Closed
TWP
1746
TFO Wealth Partners
Ohio
– -$4K -9 Closed
CP
1747
Corbenic Partners
Pennsylvania
– -$4K -8 Closed
CSWM
1748
Cassady Schiller Wealth Management
Ohio
– -$2K -5 Closed
MBFW
1749
Morton Brown Family Wealth
Pennsylvania
– -$2K -5 Closed
NSB
1750
Norway Savings Bank
Maine
– -$2K -5 Closed
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