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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1901
Resurgent Financial Advisors
Georgia
– -$140K -317 Closed
KLWA
1902
Kelly Lawrence W & Associates
California
– -$125K -283 Closed
TCWA
1903
Turtle Creek Wealth Advisors
Texas
– -$124K -282 Closed
A
1904
AJOVista
Massachusetts
– -$108K -246 Closed
FWM
1905
Focused Wealth Management
New York
– -$89.4K -203 Closed
MIP
1906
Mondrian Investment Partners
United Kingdom
– -$63.4K -144 Closed
BWM
1907
BKM Wealth Management
Wisconsin
– -$63K -143 Closed
TWM
1908
Tradition Wealth Management
Minnesota
– -$59K -133 Closed
NMG
1909
New Millennium Group
Utah
– -$45.8K -104 Closed
GG
1910
Greenwood Gearhart
Arkansas
– -$42.3K -96 Closed
EC
1911
EdgeRock Capital
Colorado
– -$43.1K -95 Closed
LFASL
1912
Lugano Financial Advisors SA (LFA)
Switzerland
– -$33K -75 Closed
WTG
1913
West Tower Group
Virginia
– -$27.8K -63 Closed
PCOC
1914
Power Corp of Canada
Canada
– -$22.9K -52 Closed
WIM
1915
Westside Investment Management
California
– -$22.5K -51 Closed
LIWM
1916
Long Island Wealth Management
New York
– -$22K -49 Closed
AWM
1917
Able Wealth Management
New Jersey
– -$17.6K -40 Closed
NFA
1918
Northwest Financial Advisors
Virginia
– -$17.4K -40 Closed
CIA
1919
Cape Investment Advisory
Georgia
– -$17.2K -39 Closed
TSW
1920
Thompson Siegel & Walmsley
Virginia
– -$11K -25 Closed
TVAMP
1921
Tennessee Valley Asset Management Partners
Tennessee
– -$9.53K -22 Closed
POIA
1922
Pin Oak Investment Advisors
Texas
– -$7K -16 Closed
FBC
1923
Fairfield, Bush & Co
Connecticut
– -$6.61K -15 Closed
AIMA
1924
Ables Iannone Moore & Associates
Georgia
– -$6.17K -14 Closed
RIM
1925
Rockbridge Investment Management
New York
– -$4.41K -10 Closed
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