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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1901
Turtle Creek Wealth Advisors
Texas
– -$124K -282 Closed
A
1902
AJOVista
Massachusetts
– -$108K -246 Closed
FWM
1903
Focused Wealth Management
New York
– -$89.4K -203 Closed
MIP
1904
Mondrian Investment Partners
United Kingdom
– -$63.4K -144 Closed
BWM
1905
BKM Wealth Management
Wisconsin
– -$63K -143 Closed
TWM
1906
Tradition Wealth Management
Minnesota
– -$59K -133 Closed
NMG
1907
New Millennium Group
Utah
– -$45.8K -104 Closed
GG
1908
Greenwood Gearhart
Arkansas
– -$42.3K -96 Closed
EC
1909
EdgeRock Capital
Colorado
– -$43.1K -95 Closed
LFASL
1910
Lugano Financial Advisors SA (LFA)
Switzerland
– -$33K -75 Closed
WTG
1911
West Tower Group
Virginia
– -$27.8K -63 Closed
PCOC
1912
Power Corp of Canada
Canada
– -$22.9K -52 Closed
WIM
1913
Westside Investment Management
California
– -$22.5K -51 Closed
LIWM
1914
Long Island Wealth Management
New York
– -$22K -49 Closed
AWM
1915
Able Wealth Management
New Jersey
– -$17.6K -40 Closed
NFA
1916
Northwest Financial Advisors
Virginia
– -$17.4K -40 Closed
CIA
1917
Cape Investment Advisory
Georgia
– -$17.2K -39 Closed
TSW
1918
Thompson Siegel & Walmsley
Virginia
– -$11K -25 Closed
TVAMP
1919
Tennessee Valley Asset Management Partners
Tennessee
– -$9.53K -22 Closed
POIA
1920
Pin Oak Investment Advisors
Texas
– -$7K -16 Closed
FBC
1921
Fairfield, Bush & Co
Connecticut
– -$6.61K -15 Closed
AIMA
1922
Ables Iannone Moore & Associates
Georgia
– -$6.17K -14 Closed
RIM
1923
Rockbridge Investment Management
New York
– -$4.41K -10 Closed
GWMIA
1924
Global Wealth Management Investment Advisory
Florida
– -$3.52K -8 Closed
AFG
1925
Albion Financial Group
Utah
– -$2.64K -6 Closed
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