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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2126
One Capital Management
California
– -$252K -477 Closed
IWP
2127
Invenio Wealth Partners
Florida
– -$246K -466 Closed
SCM
2128
SCS Capital Management
Massachusetts
– -$235K -445 Closed
TCM
2129
Tandem Capital Management
New Jersey
– -$233K -442 Closed
DWM
2130
Dakota Wealth Management
Florida
– -$232K -440 Closed
AGC
2131
Aspen Grove Capital
Colorado
– -$231K -439 Closed
FIM
2132
Freedom Investment Management
Connecticut
– -$232K -439 Closed
BFIM
2133
Beese Fulmer Investment Management
Ohio
– -$231K -438 Closed
SA
2134
Stewardship Advisors
Pennsylvania
– -$231K -438 Closed
AL
2135
Aspiriant LLC
California
– -$223K -422 Closed
NCTC
2136
New Covenant Trust Company
Indiana
– -$217K -420 Closed
BCP
2137
Blue Chip Partners
Michigan
– -$220K -417 Closed
MCM
2138
Mitchell Capital Management
Kansas
– -$216K -412 Closed
ILI
2139
Invesco LLC (Illinois)
Illinois
– -$216K -410 Closed
RPA
2140
Rock Point Advisors
Vermont
– -$216K -410 Closed
WIA
2141
Wetzel Investment Advisors
Indiana
– -$216K -410 Closed
MSAM
2142
Moloney Securities Asset Management
Missouri
– -$214K -405 Closed
OFO
2143
OneAscent Family Office
Alabama
– -$214K -405 Closed
FCG
2144
Fielder Capital Group
Tennessee
– -$212K -402 Closed
BWA
2145
Brave Warrior Advisors
New York
– -$211K -401 Closed
CC
2146
Cadinha & Co
Hawaii
– -$211K -400 Closed
CK
2147
Cohen Klingenstein
New York
– -$211K -400 Closed
FWM
2148
FFT Wealth Management
Pennsylvania
– -$224K -400 Closed
SCM
2149
Sandler Capital Management
New York
– -$211K -400 Closed
TWM
2150
Tanglewood Wealth Management
Texas
– -$211K -400 Closed
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86
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