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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1851
Financial Advisors Network
California
$218K – – –
KFA
1852
Kapstone Financial Advisors
Ohio
$217K – – –
AGP
1853
Aspire Growth Partners
Florida
$217K +$495 +1 +0.2%
TA
1854
Teramo Advisors
Florida
$216K – – –
CIG
1855
Cairn Investment Group
Washington
$216K – – –
ST
1856
Sageworth Trust
Pennsylvania
$216K -$989K -1,998 -83%
MWA
1857
Motive Wealth Advisors
Michigan
$216K -$1.48K -3 -0.7%
BM
1858
Berman McAleer
Maryland
$216K +$990 +2 +0.5%
CA
1859
CGN Advisors
Kansas
$216K +$204K +413 New
TCM
1860
Teza Capital Management
Illinois
$216K +$204K +413 New
AC
1861
Apella Capital
Connecticut
$215K +$204K +412 New
KA
1862
Klingman & Associates
New York
$215K +$203K +411 New
PCMH
1863
Polymer Capital Management (HK)
Hong Kong
$215K -$531K -1,073 -72%
PAS
1864
Parsonex Advisory Services
Colorado
$214K -$12.4K -25 -6%
TFIPS
1865
Towarzystwo Funduszy Inwestycyjnych PZU SA
$214K +$17.3K +35 +9%
JDLA
1866
J. Derek Lewis & Associates
California
$214K +$202K +409 New
FCG
1867
Fielder Capital Group
Tennessee
$214K +$202K +409 New
CAAS
1868
Capital Asset Advisory Services
Michigan
$213K +$196K +396 New
RIG
1869
RiverFront Investment Group
Virginia
$213K +$202K +408 New
BT
1870
Banque Transatlantique
France
$213K -$178K -360 -46%
TC
1871
TFR Capital
Texas
$212K -$8.91K -18 -4%
CSA
1872
Cornerstone Select Advisors
Missouri
$212K +$201K +406 New
WB
1873
West Bancorporation
Iowa
$212K -$14.3K -29 -7%
OC
1874
Oarsman Capital
Wisconsin
$212K -$10.4K -21 -5%
VCWM
1875
Vista Cima Wealth Management
Arizona
$211K -$602K -1,217 -75%
73 74
75
76 77