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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2151
COFG Advisors
Illinois
– -$253K -595 Closed
CA
2152
Commerce Advisors
Tennessee
– -$252K -592 Closed
TA
2153
TrueWealth Advisors
Alabama
– -$250K -589 Closed
OFS
2154
OneAscent Financial Services
Alabama
– -$249K -586 Closed
EWA
2155
Eagle Wealth Advisors
Connecticut
– -$249K -585 Closed
KLCM
2156
KG&L Capital Management
Louisiana
– -$245K -575 Closed
KIM
2157
Kestra Investment Management
Texas
– -$241K -567 Closed
QC
2158
Quantessence Capital
New York
– -$241K -566 Closed
FCM
2159
Fourpath Capital Management
Oklahoma
– -$239K -562 Closed
SP
2160
Symmetry Partners
Connecticut
– -$238K -559 Closed
SQA
2161
Simon Quick Advisors
New Jersey
– -$237K -557 Closed
BOJHT
2162
Bank of Jackson Hole Trust
Wyoming
– -$236K -555 Closed
WIM
2163
Warwick Investment Management
Texas
– -$236K -554 Closed
WHCI
2164
W.H. Cornerstone Investments
Massachusetts
– -$236K -554 Closed
AWM
2165
Aviso Wealth Management
Washington
– -$236K -553 Closed
FCBT
2166
First Citizens Bank & Trust
North Carolina
– -$235K -553 Closed
CP
2167
Canopy Partners
Ohio
– -$232K -545 Closed
SDWMA
2168
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$231K -544 Closed
RA
2169
RFG Advisory
Alabama
– -$230K -541 Closed
WAG
2170
Wallace Advisory Group
California
– -$228K -535 Closed
TF
2171
Tenon Financial
New Jersey
– -$227K -534 Closed
FWP
2172
FAS Wealth Partners
Kansas
– -$226K -532 Closed
II
2173
Impact Investors
California
– -$225K -529 Closed
BWA
2174
BlueSky Wealth Advisors
North Carolina
– -$225K -528 Closed
AWM
2175
Athena Wealth Management
Nevada
– -$223K -524 Closed
85 86
87
88 89