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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2101
Capital Performance Advisors
California
– -$629K -1,478 Closed
JCM
2102
Jacobsen Capital Management
Utah
– -$627K -1,475 Closed
SPC
2103
Spirepoint Private Client
Florida
– -$621K -1,461 Closed
FFS
2104
Founders Financial Securities
Maryland
– -$617K -1,453 Closed
KC
2105
Kepler Cheuvreux
– -$574K -1,350 Closed
FP
2106
Factorial Partners
New York
– -$553K -1,300 Closed
RCWM
2107
Royal Capital Wealth Management
Indiana
– -$553K -1,300 Closed
WP
2108
WealthPLAN Partners
Nebraska
– -$533K -1,253 Closed
BBWP
2109
Beacon Bridge Wealth Partners
Pennsylvania
– -$530K -1,246 Closed
FI
2110
Fosun International
China
– -$530K -1,245 Closed
DWM
2111
Ducere Wealth Management
California
– -$522K -1,228 Closed
CCP
2112
Cushing Capital Partners
Wisconsin
– -$522K -1,227 Closed
WWC
2113
Waypoint Wealth Counsel
Georgia
– -$502K -1,180 Closed
EV
2114
EJMK Ventures
Illinois
– -$489K -1,149 Closed
ALA
2115
Atlas Legacy Advisors
California
– -$480K -1,128 Closed
IP
2116
Indivisible Partners
Florida
– -$478K -1,124 Closed
AFP
2117
Ausdal Financial Partners
Iowa
– -$454K -1,066 Closed
EAM
2118
Empirical Asset Management
Massachusetts
– -$453K -1,065 Closed
LCWM
2119
Legacy Capital Wealth Management
Texas
– -$446K -1,049 Closed
ACP
2120
Argyle Capital Partners
California
– -$445K -1,046 Closed
WCM
2121
Winthrop Capital Management
Indiana
– -$439K -1,031 Closed
CC
2122
Centiva Capital
New York
– -$438K -1,029 Closed
VFG
2123
Victory Financial Group
Texas
– -$413K -971 Closed
AWM
2124
Accel Wealth Management
Iowa
– -$407K -957 Closed
PJWM
2125
Philip James Wealth Mangement
Georgia
– -$396K -931 Closed
83 84
85
86 87