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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2176
Symmetry Partners
Connecticut
– -$238K -559 Closed
SQA
2177
Simon Quick Advisors
New Jersey
– -$237K -557 Closed
BOJHT
2178
Bank of Jackson Hole Trust
Wyoming
– -$236K -555 Closed
WIM
2179
Warwick Investment Management
Texas
– -$236K -554 Closed
WHCI
2180
W.H. Cornerstone Investments
Massachusetts
– -$236K -554 Closed
AWM
2181
Aviso Wealth Management
Washington
– -$236K -553 Closed
FCBT
2182
First Citizens Bank & Trust
North Carolina
– -$235K -553 Closed
CP
2183
Canopy Partners
Ohio
– -$232K -545 Closed
SDWMA
2184
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$231K -544 Closed
RA
2185
RFG Advisory
Alabama
– -$230K -541 Closed
WAG
2186
Wallace Advisory Group
California
– -$228K -535 Closed
TF
2187
Tenon Financial
New Jersey
– -$227K -534 Closed
FWP
2188
FAS Wealth Partners
Kansas
– -$226K -532 Closed
II
2189
Impact Investors
California
– -$225K -529 Closed
BWA
2190
BlueSky Wealth Advisors
North Carolina
– -$225K -528 Closed
AWM
2191
Athena Wealth Management
Nevada
– -$223K -524 Closed
SLC
2192
Second Line Capital
Louisiana
– -$225K -521 Closed
FM
2193
Family Management
New York
– -$221K -520 Closed
AP
2194
Anchyra Partners
Georgia
– -$221K -519 Closed
CP
2195
CenterBook Partners
Connecticut
– -$220K -518 Closed
TCOTS
2196
Trust Company of the South
North Carolina
– -$220K -518 Closed
GIM
2197
Generali Investments Management
Slovenia
– -$219K -516 Closed
PCA
2198
Purkiss Capital Advisors
Connecticut
– -$219K -515 Closed
TCBWMS
2199
Texas Capital Bank Wealth Management Services
Texas
– -$219K -515 Closed
IWN
2200
Independent Wealth Network
Iowa
– -$217K -511 Closed
86 87
88
89 90