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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2151
Auxier Asset Management
Oregon
– -$209K -397 Closed
IP
2152
Investment Partners
Ohio
– -$209K -397 Closed
AAMC
2153
Asset Allocation & Management Company
Illinois
– -$208K -395 Closed
JC
2154
JB Capital
Connecticut
– -$206K -390 Closed
CIP
2155
Convergence Investment Partners
Florida
– -$205K -389 Closed
CA
2156
CGN Advisors
Kansas
– -$202K -384 Closed
KSWWM
2157
Keyes Stange & Wooten Wealth Management
Florida
– -$202K -383 Closed
CWA
2158
Cura Wealth Advisors
Illinois
– -$201K -382 Closed
GWM
2159
Gibbs Wealth Management
Georgia
– -$201K -382 Closed
AWM
2160
Atticus Wealth Management
Florida
– -$172K -326 Closed
SO
2161
Sierra Ocean
California
– -$161K -306 Closed
NC
2162
NewSquare Capital
Pennsylvania
– -$131K -248 Closed
BDPWM
2163
Barnes Dennig Private Wealth Management
Ohio
– -$130K -246 Closed
TPWA
2164
Twin Peaks Wealth Advisors
California
– -$112K -200 Closed
WA
2165
Whipplewood Advisors
Colorado
– -$99.1K -188 Closed
MIFH
2166
Migdal Insurance & Financial Holdings
Israel
– -$54K -103 Closed
RI
2167
Ridgewood Investments
New Jersey
– -$42.2K -80 Closed
BCMLT
2168
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$35.5K -67 Closed
SAS
2169
Spurstone Advisory Services
Connecticut
– -$33.7K -64 Closed
BC
2170
Bayforest Capital
United Kingdom
– -$27.9K -53 Closed
CAM
2171
Costello Asset Management
Pennsylvania
– -$26.9K -51 Closed
TH
2172
TCTC Holdings
Texas
– -$21.6K -41 Closed
CCM
2173
Copeland Capital Management
Pennsylvania
– -$18.5K -35 Closed
TCM
2174
Traub Capital Management
Massachusetts
– -$14.8K -28 Closed
GWM
2175
Gitterman Wealth Management
New Jersey
– -$13.2K -25 Closed
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