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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
2151
Asset Allocation & Management Company
Illinois
– -$208K -395 Closed
JC
2152
JB Capital
Connecticut
– -$206K -390 Closed
CIP
2153
Convergence Investment Partners
Florida
– -$205K -389 Closed
CA
2154
CGN Advisors
Kansas
– -$202K -384 Closed
KSWWM
2155
Keyes Stange & Wooten Wealth Management
Florida
– -$202K -383 Closed
CWA
2156
Cura Wealth Advisors
Illinois
– -$201K -382 Closed
GWM
2157
Gibbs Wealth Management
Georgia
– -$201K -382 Closed
AWM
2158
Atticus Wealth Management
Florida
– -$172K -326 Closed
SO
2159
Sierra Ocean
California
– -$161K -306 Closed
NC
2160
NewSquare Capital
Pennsylvania
– -$131K -248 Closed
BDPWM
2161
Barnes Dennig Private Wealth Management
Ohio
– -$130K -246 Closed
TPWA
2162
Twin Peaks Wealth Advisors
California
– -$112K -200 Closed
WA
2163
Whipplewood Advisors
Colorado
– -$99.1K -188 Closed
MIFH
2164
Migdal Insurance & Financial Holdings
Israel
– -$54K -103 Closed
RI
2165
Ridgewood Investments
New Jersey
– -$42.2K -80 Closed
BCMLT
2166
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$35.5K -67 Closed
SAS
2167
Spurstone Advisory Services
Connecticut
– -$33.7K -64 Closed
BC
2168
Bayforest Capital
United Kingdom
– -$27.9K -53 Closed
CAM
2169
Costello Asset Management
Pennsylvania
– -$26.9K -51 Closed
TH
2170
TCTC Holdings
Texas
– -$21.6K -41 Closed
CCM
2171
Copeland Capital Management
Pennsylvania
– -$18.5K -35 Closed
TCM
2172
Traub Capital Management
Massachusetts
– -$14.8K -28 Closed
GWM
2173
Gitterman Wealth Management
New Jersey
– -$13.2K -25 Closed
WCM
2174
WealthTrak Capital Management
Virginia
– -$9.49K -18 Closed
SC
2175
Stephens Consulting
Michigan
– -$7.91K -15 Closed
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