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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2151
Personal CFO Solutions
New Jersey
– -$276K -649 Closed
AIM
2152
Advyzon Investment Management
Illinois
– -$276K -648 Closed
LAM
2153
LECAP Asset Management
United Kingdom
– -$274K -645 Closed
MWM
2154
Mattern Wealth Management
Kansas
– -$271K -637 Closed
OIS
2155
OneAscent Investment Solutions
Alabama
– -$271K -637 Closed
SRC
2156
Shufro Rose & Co
New York
– -$269K -633 Closed
SC
2157
Sapient Capital
Indiana
– -$267K -628 Closed
ANTB
2158
AMG National Trust Bank
Colorado
– -$266K -626 Closed
AI
2159
AXS Investments
New York
– -$265K -624 Closed
AWA
2160
AGH Wealth Advisors
Kansas
– -$263K -619 Closed
BFA
2161
Bragg Financial Advisors
North Carolina
– -$263K -619 Closed
CWA
2162
Canvas Wealth Advisors
Kansas
– -$262K -615 Closed
S
2163
Storgate
Texas
– -$259K -609 Closed
PAM
2164
Paradigm Asset Management
New York
– -$255K -600 Closed
GC
2165
Grimes & Company
Massachusetts
– -$254K -597 Closed
CA
2166
COFG Advisors
Illinois
– -$253K -595 Closed
CA
2167
Commerce Advisors
Tennessee
– -$252K -592 Closed
TA
2168
TrueWealth Advisors
Alabama
– -$250K -589 Closed
OFS
2169
OneAscent Financial Services
Alabama
– -$249K -586 Closed
EWA
2170
Eagle Wealth Advisors
Connecticut
– -$249K -585 Closed
RA
2171
Range Advisory
Virginia
– -$245K -576 Closed
KLCM
2172
KG&L Capital Management
Louisiana
– -$245K -575 Closed
KIM
2173
Kestra Investment Management
Texas
– -$241K -567 Closed
QC
2174
Quantessence Capital
New York
– -$241K -566 Closed
FCM
2175
Fourpath Capital Management
Oklahoma
– -$239K -562 Closed
85 86
87
88 89