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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2126
Concentrum Wealth Management
California
– -$215K -416 Closed
HWP
2127
Hibernia Wealth Partners
Louisiana
– -$214K -415 Closed
BSTWA
2128
Blake Schutter Theil Wealth Advisors
Ohio
– -$212K -411 Closed
SMA
2129
Seven Mile Advisory
New Jersey
– -$212K -410 Closed
BWA
2130
Brave Warrior Advisors
New York
– -$207K -401 Closed
CC
2131
Cadinha & Co
Hawaii
– -$207K -400 Closed
AC
2132
AlphaCore Capital
California
– -$206K -399 Closed
AAM
2133
Auxier Asset Management
Oregon
– -$206K -399 Closed
CFA
2134
Cahill Financial Advisors
Minnesota
– -$206K -399 Closed
IWM
2135
Integris Wealth Management
California
– -$206K -399 Closed
KFS
2136
Kelly Financial Services
Massachusetts
– -$206K -399 Closed
UAG
2137
United Advisor Group
Ohio
– -$205K -396 Closed
IP
2138
Investment Partners
Ohio
– -$204K -394 Closed
BWM
2139
BCS Wealth Management
Tennessee
– -$201K -389 Closed
FEM
2140
Fulcrum Equity Management
Texas
– -$200K -388 Closed
WPWM
2141
Western Pacific Wealth Management
Illinois
– -$108K -209 Closed
DI
2142
DAGCO Inc
Ohio
– -$64.6K -125 Closed
AF
2143
Arrow Financial
New York
– -$56.8K -110 Closed
QL
2144
Quarry LP
New York
– -$54.8K -106 Closed
HGA
2145
Hobbs Group Advisors
South Carolina
– -$36.2K -70 Closed
VAMG
2146
Voisard Asset Management Group
Michigan
– -$32K -62 Closed
CPA
2147
Capital Performance Advisors
California
– -$30.7K -59 Closed
PCWA
2148
Pacific Capital Wealth Advisors
California
– -$27.4K -53 Closed
DCP
2149
DSM Capital Partners
Florida
– -$21.7K -42 Closed
NFA
2150
Northwest Financial Advisors
Virginia
– -$20.6K -40 Closed
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