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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JGC
2226
J. Goldman & Co
New York
– -$201K -473 Closed
AC
2227
Attessa Capital
Arizona
– -$200K -471 Closed
OM
2228
OV Management
Minnesota
– -$199K -468 Closed
YP
2229
YANKCOM Partnership
South Dakota
– -$177K -415 Closed
AGWCA
2230
Annis Gardner Whiting Capital Advisors
Florida
– -$157K -370 Closed
CM
2231
Capula Management
Cayman Islands
– -$154K -363 Closed
TPWA
2232
Twin Peaks Wealth Advisors
California
– -$121K -285 Closed
MR
2233
Munich Reinsurance
– -$120K -282 Closed
VC
2234
Vestor Capital
Illinois
– -$115K -271 Closed
WSFG
2235
Wall Street Financial Group
Illinois
– -$112K -264 Closed
OCM
2236
Osterweis Capital Management
California
– -$104K -244 Closed
RFP
2237
Root Financial Partners
California
– -$101K -238 Closed
BFM
2238
Brooklands Fund Management
United Kingdom
– -$81.2K -202 Closed
TC
2239
Truvestments Capital
Florida
– -$67.6K -159 Closed
TLFA
2240
True Link Financial Advisors
California
– -$61.7K -145 Closed
WPA
2241
Wealth Preservation Advisors
Tennessee
– -$55.3K -130 Closed
MIFH
2242
Migdal Insurance & Financial Holdings
Israel
– -$52.7K -124 Closed
MTIC
2243
Missouri Trust & Investment Company
Missouri
– -$48.9K -115 Closed
TGY2IT
2244
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$47.2K -111 Closed
DI
2245
DAGCO Inc
Ohio
– -$45.5K -107 Closed
CB
2246
Centennial Bank
Arkansas
– -$42.5K -100 Closed
GWSA
2247
Global Wealth Strategies & Associates
Colorado
– -$42.5K -100 Closed
LWMI
2248
Legacy Wealth Management (Idaho)
Idaho
– -$37K -87 Closed
DWP
2249
Destiny Wealth Partners
Florida
– -$35.3K -83 Closed
SIS
2250
Sound Income Strategies
Florida
– -$35.2K -83 Closed
88 89
90
91 92