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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2076
Paragon Private Wealth Management
Kentucky
– -$854K -2,007 Closed
BHPW
2077
Beverly Hills Private Wealth
California
– -$844K -1,985 Closed
OHWP
2078
Oak Harbor Wealth Partners
North Carolina
– -$832K -1,955 Closed
PK
2079
Pflug Koory
Nebraska
– -$826K -1,941 Closed
T
2080
TOBAM
France
– -$817K -1,920 Closed
WTB
2081
Washington Trust Bank
Washington
– -$786K -1,848 Closed
MCM
2082
Mendel Capital Management
Arkansas
– -$726K -1,707 Closed
FAL
2083
Focused Alpha LLC
Colorado
– -$661K -1,555 Closed
AW
2084
Alteri Wealth
California
– -$637K -1,497 Closed
BCM
2085
Bayesian Capital Management
New York
– -$629K -1,478 Closed
CPA
2086
Capital Performance Advisors
California
– -$629K -1,478 Closed
JCM
2087
Jacobsen Capital Management
Utah
– -$627K -1,475 Closed
SPC
2088
Spirepoint Private Client
Florida
– -$621K -1,461 Closed
FFS
2089
Founders Financial Securities
Maryland
– -$617K -1,453 Closed
KC
2090
Kepler Cheuvreux
– -$574K -1,350 Closed
FP
2091
Factorial Partners
New York
– -$553K -1,300 Closed
RCWM
2092
Royal Capital Wealth Management
Indiana
– -$553K -1,300 Closed
WP
2093
WealthPLAN Partners
Nebraska
– -$533K -1,253 Closed
BBWP
2094
Beacon Bridge Wealth Partners
Pennsylvania
– -$530K -1,246 Closed
FI
2095
Fosun International
China
– -$530K -1,245 Closed
DWM
2096
Ducere Wealth Management
California
– -$522K -1,228 Closed
CCP
2097
Cushing Capital Partners
Wisconsin
– -$522K -1,227 Closed
WWC
2098
Waypoint Wealth Counsel
Georgia
– -$502K -1,180 Closed
EV
2099
EJMK Ventures
Illinois
– -$489K -1,149 Closed
ALA
2100
Atlas Legacy Advisors
California
– -$480K -1,128 Closed
82 83
84
85 86