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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2251
Arsenal Capital Advisors
Pennsylvania
– -$268K -512 Closed
LWM
2252
LeConte Wealth Management
Tennessee
– -$267K -511 Closed
WA
2253
Waystone Advisors
Washington
– -$267K -511 Closed
TIA
2254
Traphagen Investment Advisors
New Jersey
– -$266K -509 Closed
EWS
2255
Eagle Wealth Strategies
New Jersey
– -$265K -508 Closed
CCA
2256
Catalyst Capital Advisors
New York
– -$264K -505 Closed
LC
2257
Lavelle Capital
California
– -$261K -500 Closed
QPWM
2258
Quadrant Private Wealth Management
Pennsylvania
– -$260K -497 Closed
SVWAG
2259
Sound View Wealth Advisors Group
Georgia
– -$259K -496 Closed
FCM
2260
Fieldview Capital Management
Michigan
– -$259K -495 Closed
MFS
2261
Mirabella Financial Services
United Kingdom
– -$259K -495 Closed
CMBA
2262
C.M. Bidwell & Associates
Hawaii
– -$258K -494 Closed
EA
2263
Everpar Advisors
Oklahoma
– -$255K -488 Closed
MUMSS
2264
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$254K -486 Closed
PIA
2265
Perennial Investment Advisors
California
– -$251K -479 Closed
WCFA
2266
Walkner Condon Financial Advisors
Wisconsin
– -$249K -477 Closed
RFW
2267
Rainier Family Wealth
Washington
– -$249K -476 Closed
IA
2268
IFC Advisors
California
– -$246K -470 Closed
SLWA
2269
San Luis Wealth Advisors
California
– -$246K -470 Closed
HIGP
2270
Hill Investment Group Partners
Missouri
– -$244K -467 Closed
SNBOSD
2271
Security National Bank of So Dak
Iowa
– -$244K -467 Closed
TW
2272
TritonPoint Wealth
Maryland
– -$243K -464 Closed
LTI
2273
Laffer Tengler Investments
Tennessee
– -$241K -462 Closed
LI
2274
LVZ Inc
Michigan
– -$241K -461 Closed
WF
2275
Wayfinding Financial
Washington
– -$240K -460 Closed
89 90
91
92 93