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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1926
J.W. Cole Advisors
Florida
– -$264K -619 Closed
PI
1927
PineBridge Investments
New York
– -$244K -574 Closed
AGM
1928
Alpine Global Management
New York
– -$235K -553 Closed
CP
1929
Coho Partners
Pennsylvania
– -$234K -549 Closed
BCM
1930
BlueCrest Capital Management
Jersey
– -$217K -510 Closed
WFAG
1931
Worth Financial Advisory Group
North Carolina
– -$216K -508 Closed
WWM
1932
Whalen Wealth Management
Nevada
– -$214K -504 Closed
MBT
1933
Montecito Bank & Trust
California
– -$212K -498 Closed
CCA
1934
Cottonwood Capital Advisors
Utah
– -$203K -495 Closed
DWA
1935
Delap Wealth Advisory
Oregon
– -$205K -483 Closed
OMC
1936
Old Mission Capital
Illinois
– -$204K -479 Closed
NCTC
1937
New Covenant Trust Company
Indiana
– -$178K -419 Closed
AAG
1938
Accordant Advisory Group
Maryland
– -$129K -304 Closed
HFM
1939
Harvest Fund Management
China
– -$103K -243 Closed
RA
1940
Rational Advisors
New York
– -$83.4K -196 Closed
FFWA
1941
FRG Family Wealth Advisors
Washington
– -$61.6K -148 Closed
QL
1942
Quarry LP
New York
– -$57.9K -136 Closed
ACA
1943
Atlas Capital Advisors
Wyoming
– -$51.9K -122 Closed
GAA
1944
Global Assets Advisory
Florida
– -$43.6K -102 Closed
PAM
1945
Palisade Asset Management
Minnesota
– -$37.4K -88 Closed
SG
1946
Sienna Gestion
France
– -$27.2K -64 Closed
NIC
1947
Northwest Investment Counselors
Oregon
– -$22.5K -53 Closed
SC
1948
Steph & Co
Wisconsin
– -$15.3K -36 Closed
TFA
1949
Toth Financial Advisory
Virginia
– -$12.8K -30 Closed
IPW
1950
Impact Partnership Wealth
Georgia
– -$9.36K -22 Closed
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78
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