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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2126
Burford Brothers
Texas
– -$319K -749 Closed
SFSG
2127
Sound Financial Strategies Group
Mississippi
– -$309K -727 Closed
GAM
2128
Gould Asset Management
California
– -$308K -725 Closed
G
2129
GenTrust
Florida
– -$307K -721 Closed
BOH
2130
Bank of Hawaii
Hawaii
– -$283K -666 Closed
OQS
2131
Occudo Quantitative Strategies
Florida
– -$286K -663 Closed
MW
2132
MBL Wealth
North Carolina
– -$279K -657 Closed
TFA
2133
Teamwork Financial Advisors
Texas
– -$279K -656 Closed
PJSIMP
2134
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$277K -652 Closed
EA
2135
Eclectic Associates
California
– -$277K -651 Closed
PCS
2136
Personal CFO Solutions
New Jersey
– -$276K -649 Closed
AIM
2137
Advyzon Investment Management
Illinois
– -$276K -648 Closed
LAM
2138
LECAP Asset Management
United Kingdom
– -$274K -645 Closed
MWM
2139
Mattern Wealth Management
Kansas
– -$271K -637 Closed
OIS
2140
OneAscent Investment Solutions
Alabama
– -$271K -637 Closed
SRC
2141
Shufro Rose & Co
New York
– -$269K -633 Closed
SC
2142
Sapient Capital
Indiana
– -$267K -628 Closed
ANTB
2143
AMG National Trust Bank
Colorado
– -$266K -626 Closed
AI
2144
AXS Investments
New York
– -$265K -624 Closed
AWA
2145
AGH Wealth Advisors
Kansas
– -$263K -619 Closed
BFA
2146
Bragg Financial Advisors
North Carolina
– -$263K -619 Closed
CWA
2147
Canvas Wealth Advisors
Kansas
– -$262K -615 Closed
S
2148
Storgate
Texas
– -$259K -609 Closed
PAM
2149
Paradigm Asset Management
New York
– -$255K -600 Closed
GC
2150
Grimes & Company
Massachusetts
– -$254K -597 Closed
84 85
86
87 88