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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
2126
Blake Schutter Theil Wealth Advisors
Ohio
– -$212K -411 Closed
SMA
2127
Seven Mile Advisory
New Jersey
– -$212K -410 Closed
BWA
2128
Brave Warrior Advisors
New York
– -$207K -401 Closed
CC
2129
Cadinha & Co
Hawaii
– -$207K -400 Closed
AC
2130
AlphaCore Capital
California
– -$206K -399 Closed
AAM
2131
Auxier Asset Management
Oregon
– -$206K -399 Closed
CFA
2132
Cahill Financial Advisors
Minnesota
– -$206K -399 Closed
IWM
2133
Integris Wealth Management
California
– -$206K -399 Closed
KFS
2134
Kelly Financial Services
Massachusetts
– -$206K -399 Closed
UAG
2135
United Advisor Group
Ohio
– -$205K -396 Closed
IP
2136
Investment Partners
Ohio
– -$204K -394 Closed
BWM
2137
BCS Wealth Management
Tennessee
– -$201K -389 Closed
FEM
2138
Fulcrum Equity Management
Texas
– -$200K -388 Closed
WPWM
2139
Western Pacific Wealth Management
Illinois
– -$108K -209 Closed
DI
2140
DAGCO Inc
Ohio
– -$64.6K -125 Closed
AF
2141
Arrow Financial
New York
– -$56.8K -110 Closed
QL
2142
Quarry LP
New York
– -$54.8K -106 Closed
HGA
2143
Hobbs Group Advisors
South Carolina
– -$36.2K -70 Closed
VAMG
2144
Voisard Asset Management Group
Michigan
– -$32K -62 Closed
CPA
2145
Capital Performance Advisors
California
– -$30.7K -59 Closed
PCWA
2146
Pacific Capital Wealth Advisors
California
– -$27.4K -53 Closed
DCP
2147
DSM Capital Partners
Florida
– -$21.7K -42 Closed
NFA
2148
Northwest Financial Advisors
Virginia
– -$20.6K -40 Closed
APC
2149
Aspire Private Capital
North Carolina
– -$13.9K -27 Closed
IAS
2150
IMA Advisory Services
Colorado
– -$13.4K -26 Closed
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