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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
2126
Navellier & Associates
Nevada
– -$372K -875 Closed
SLT
2127
St Louis Trust
Missouri
– -$369K -868 Closed
RP
2128
Riverwater Partners
Wisconsin
– -$363K -854 Closed
BG
2129
Bahl & Gaynor
Ohio
– -$362K -852 Closed
SHFG
2130
S Harris Financial Group
Texas
– -$362K -851 Closed
ST
2131
Sageworth Trust
Pennsylvania
– -$362K -850 Closed
GAG
2132
Goodman Advisory Group
Massachusetts
– -$346K -814 Closed
AMCA
2133
Arthur M. Cohen & Associates
Illinois
– -$335K -787 Closed
CCWP
2134
Cedar Cove Wealth Partners
Minnesota
– -$333K -783 Closed
TC
2135
TFR Capital
Texas
– -$329K -774 Closed
PWA
2136
Portus Wealth Advisors
North Carolina
– -$328K -771 Closed
BWS
2137
Broadway Wealth Solutions
Texas
– -$325K -765 Closed
EA
2138
Emerald Advisers
Pennsylvania
– -$325K -764 Closed
CWWM
2139
Clear Wave Wealth Management
New Jersey
– -$321K -754 Closed
HWP
2140
Hibernia Wealth Partners
Louisiana
– -$321K -754 Closed
BB
2141
Burford Brothers
Texas
– -$319K -749 Closed
SFSG
2142
Sound Financial Strategies Group
Mississippi
– -$309K -727 Closed
GAM
2143
Gould Asset Management
California
– -$308K -725 Closed
G
2144
GenTrust
Florida
– -$307K -721 Closed
BOH
2145
Bank of Hawaii
Hawaii
– -$283K -666 Closed
OQS
2146
Occudo Quantitative Strategies
Florida
– -$286K -663 Closed
MW
2147
MBL Wealth
North Carolina
– -$279K -657 Closed
TFA
2148
Teamwork Financial Advisors
Texas
– -$279K -656 Closed
PJSIMP
2149
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$277K -652 Closed
EA
2150
Eclectic Associates
California
– -$277K -651 Closed
84 85
86
87 88