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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
2201
TCV Trust & Wealth Management
Virginia
– -$207K -487 Closed
CF
2202
Clarity Financial
Texas
– -$207K -486 Closed
MBT
2203
Montecito Bank & Trust
California
– -$207K -486 Closed
SRL
2204
Scientech Research LLC
New Jersey
– -$205K -482 Closed
BB
2205
Bell Bank
North Dakota
– -$205K -481 Closed
LFA
2206
LifeGuide Financial Advisors
Pennsylvania
– -$204K -480 Closed
SIP
2207
Snowwater Investment Partners
Connecticut
– -$203K -477 Closed
S
2208
Sunpointe
Missouri
– -$203K -477 Closed
RWM
2209
Rockline Wealth Management
New York
– -$202K -476 Closed
JGC
2210
J. Goldman & Co
New York
– -$201K -473 Closed
AC
2211
Attessa Capital
Arizona
– -$200K -471 Closed
OM
2212
OV Management
Minnesota
– -$199K -468 Closed
YP
2213
YANKCOM Partnership
South Dakota
– -$177K -415 Closed
AGWCA
2214
Annis Gardner Whiting Capital Advisors
Florida
– -$157K -370 Closed
CM
2215
Capula Management
Cayman Islands
– -$154K -363 Closed
TPWA
2216
Twin Peaks Wealth Advisors
California
– -$121K -285 Closed
MR
2217
Munich Reinsurance
– -$120K -282 Closed
VC
2218
Vestor Capital
Illinois
– -$115K -271 Closed
WSFG
2219
Wall Street Financial Group
Illinois
– -$112K -264 Closed
OCM
2220
Osterweis Capital Management
California
– -$104K -244 Closed
RFP
2221
Root Financial Partners
California
– -$101K -238 Closed
BFM
2222
Brooklands Fund Management
United Kingdom
– -$81.2K -202 Closed
TC
2223
Truvestments Capital
Florida
– -$67.6K -159 Closed
TLFA
2224
True Link Financial Advisors
California
– -$61.7K -145 Closed
WPA
2225
Wealth Preservation Advisors
Tennessee
– -$55.3K -130 Closed
87 88
89
90 91