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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1876
Naviter Wealth
Arkansas
– -$262K -595 Closed
NPT
1877
National Philanthropic Trust
Pennsylvania
– -$261K -593 Closed
FFN
1878
Focus Financial Network
Minnesota
– -$256K -582 Closed
DPI
1879
Diversified Portfolios Inc
Michigan
– -$249K -566 Closed
CL
1880
Choreo LLC
Illinois
– -$239K -542 Closed
TCMP
1881
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$228K -517 Closed
WHC
1882
Wulff, Hansen & Co
California
– -$220K -500 Closed
FA
1883
Fermata Advisors
California
– -$217K -493 Closed
AWA
1884
Arete Wealth Advisors
Illinois
– -$214K -485 Closed
SWM
1885
Scissortail Wealth Management
Oklahoma
– -$217K -482 Closed
S
1886
Sunpointe
Missouri
– -$212K -482 Closed
IAIM
1887
International Assets Investment Management
Florida
– -$211K -480 Closed
CFO
1888
Callan Family Office
Pennsylvania
– -$210K -477 Closed
RIA
1889
Realta Investment Advisors
Delaware
– -$210K -476 Closed
WC
1890
Wynn Capital
Georgia
– -$208K -473 Closed
HP
1891
Hyperion Partners
Pennsylvania
– -$207K -469 Closed
NPFS
1892
Novak & Powell Financial Services
Florida
– -$205K -466 Closed
MSAM
1893
Moloney Securities Asset Management
Missouri
– -$203K -460 Closed
GKWIM
1894
Gerber Kawasaki Wealth & Investment Management
California
– -$202K -458 Closed
SIC
1895
Sigma Investment Counselors
Michigan
– -$202K -458 Closed
LI
1896
LVZ Inc
Michigan
– -$201K -456 Closed
LSPW
1897
Lake Street Private Wealth
Illinois
– -$200K -455 Closed
SAI
1898
Systematic Alpha Investments
New Jersey
– -$199K -452 Closed
GWS
1899
Glassman Wealth Services
Virginia
– -$191K -433 Closed
PVH
1900
Psagot Value Holdings
Israel
– -$168K -380 Closed
74 75
76
77 78