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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2226
Cura Wealth Advisors
Illinois
– -$408K -781 Closed
DO
2227
denkapparat Operations
Germany
– -$404K -774 Closed
BCM
2228
Bourgeon Capital Management
Connecticut
– -$390K -746 Closed
MW
2229
Marble Wealth
Alabama
– -$386K -738 Closed
GDP
2230
Great Diamond Partners
Maine
– -$362K -692 Closed
VT
2231
Volterra Technologies
New York
– -$356K -681 Closed
SEA
2232
Stegent Equity Advisors
Texas
– -$355K -679 Closed
BOS
2233
Bank of Stockton
California
– -$354K -678 Closed
Q
2234
QVR
California
– -$313K -674 Closed
CPA
2235
Capital Planning Advisors
California
– -$351K -671 Closed
SPW
2236
Signet Private Wealth
Illinois
– -$342K -654 Closed
WMA
2237
William Mack & Associates
Michigan
– -$340K -651 Closed
BW
2238
BIP Wealth
Georgia
– -$339K -649 Closed
IFA
2239
Index Fund Advisors
California
– -$338K -646 Closed
AA
2240
Armis Advisers
Georgia
– -$272K -640 Closed
M1FG
2241
Mach-1 Financial Group
Arkansas
– -$334K -640 Closed
WW
2242
Wright Wealth
Georgia
– -$333K -638 Closed
LMFP
2243
Larry Mathis Financial Planning
Arizona
– -$329K -630 Closed
VC
2244
Veracity Capital
Georgia
– -$323K -618 Closed
SMC
2245
Smith, Moore & Co
Missouri
– -$321K -615 Closed
AFA
2246
AA Financial Advisors
Ohio
– -$299K -573 Closed
MA
2247
MJP Associates
Connecticut
– -$295K -565 Closed
SIM
2248
Stratos Investment Management
Ohio
– -$290K -555 Closed
MA
2249
MONECO Advisors
Connecticut
– -$286K -547 Closed
MIM
2250
Meridiem Investment Management
United Kingdom
– -$282K -540 Closed
88 89
90
91 92