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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1926
ASB Consultores
Florida
– -$275K -646 Closed
NAMP
1927
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$269K -633 Closed
JWCA
1928
J.W. Cole Advisors
Florida
– -$264K -619 Closed
PI
1929
PineBridge Investments
New York
– -$244K -574 Closed
AGM
1930
Alpine Global Management
New York
– -$235K -553 Closed
CP
1931
Coho Partners
Pennsylvania
– -$234K -549 Closed
BCM
1932
BlueCrest Capital Management
Jersey
– -$217K -510 Closed
WFAG
1933
Worth Financial Advisory Group
North Carolina
– -$216K -508 Closed
WWM
1934
Whalen Wealth Management
Nevada
– -$214K -504 Closed
MBT
1935
Montecito Bank & Trust
California
– -$212K -498 Closed
CCA
1936
Cottonwood Capital Advisors
Utah
– -$203K -495 Closed
DWA
1937
Delap Wealth Advisory
Oregon
– -$205K -483 Closed
OMC
1938
Old Mission Capital
Illinois
– -$204K -479 Closed
NCTC
1939
New Covenant Trust Company
Indiana
– -$178K -419 Closed
AAG
1940
Accordant Advisory Group
Maryland
– -$129K -304 Closed
HFM
1941
Harvest Fund Management
China
– -$103K -243 Closed
RA
1942
Rational Advisors
New York
– -$83.4K -196 Closed
FFWA
1943
FRG Family Wealth Advisors
Washington
– -$61.6K -148 Closed
QL
1944
Quarry LP
New York
– -$57.9K -136 Closed
ACA
1945
Atlas Capital Advisors
Wyoming
– -$51.9K -122 Closed
GAA
1946
Global Assets Advisory
Florida
– -$43.6K -102 Closed
PAM
1947
Palisade Asset Management
Minnesota
– -$37.4K -88 Closed
SG
1948
Sienna Gestion
France
– -$27.2K -64 Closed
NIC
1949
Northwest Investment Counselors
Oregon
– -$22.5K -53 Closed
SC
1950
Steph & Co
Wisconsin
– -$15.3K -36 Closed
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78
79