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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2126
SCS Capital Management
Massachusetts
– -$235K -445 Closed
TCM
2127
Tandem Capital Management
New Jersey
– -$233K -442 Closed
DWM
2128
Dakota Wealth Management
Florida
– -$232K -440 Closed
AGC
2129
Aspen Grove Capital
Colorado
– -$231K -439 Closed
FIM
2130
Freedom Investment Management
Connecticut
– -$232K -439 Closed
BFIM
2131
Beese Fulmer Investment Management
Ohio
– -$231K -438 Closed
SA
2132
Stewardship Advisors
Pennsylvania
– -$231K -438 Closed
AL
2133
Aspiriant LLC
California
– -$223K -422 Closed
NCTC
2134
New Covenant Trust Company
Indiana
– -$217K -420 Closed
BCP
2135
Blue Chip Partners
Michigan
– -$220K -417 Closed
MCM
2136
Mitchell Capital Management
Kansas
– -$216K -412 Closed
ILI
2137
Invesco LLC (Illinois)
Illinois
– -$216K -410 Closed
RPA
2138
Rock Point Advisors
Vermont
– -$216K -410 Closed
WIA
2139
Wetzel Investment Advisors
Indiana
– -$216K -410 Closed
MSAM
2140
Moloney Securities Asset Management
Missouri
– -$214K -405 Closed
OFO
2141
OneAscent Family Office
Alabama
– -$214K -405 Closed
FCG
2142
Fielder Capital Group
Tennessee
– -$212K -402 Closed
BWA
2143
Brave Warrior Advisors
New York
– -$211K -401 Closed
CC
2144
Cadinha & Co
Hawaii
– -$211K -400 Closed
CK
2145
Cohen Klingenstein
New York
– -$211K -400 Closed
FWM
2146
FFT Wealth Management
Pennsylvania
– -$224K -400 Closed
SCM
2147
Sandler Capital Management
New York
– -$211K -400 Closed
TWM
2148
Tanglewood Wealth Management
Texas
– -$211K -400 Closed
AAM
2149
Auxier Asset Management
Oregon
– -$209K -397 Closed
IP
2150
Investment Partners
Ohio
– -$209K -397 Closed
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86
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