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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2276
Compass Wealth Management
Connecticut
– -$268K -550 Closed
MP
2277
McDonald Partners
Ohio
– -$261K -534 Closed
AWP
2278
Ascent Wealth Partners
New York
– -$256K -525 Closed
FRM
2279
Fox Run Management
Connecticut
– -$254K -522 Closed
MTC
2280
McDaniel Terry & Co
Texas
– -$251K -515 Closed
FA
2281
FDx Advisors
Illinois
– -$249K -512 Closed
GCP
2282
GSA Capital Partners
United Kingdom
– -$238K -490 Closed
RCP
2283
Rothschild Capital Partners
New York
– -$238K -490 Closed
YWM
2284
Yukon Wealth Management
Kansas
– -$235K -482 Closed
LAM
2285
Longboard Asset Management
Arizona
– -$228K -469 Closed
DWM
2286
Daner Wealth Management
Georgia
– -$213K -450 Closed
VBA
2287
von Borstel & Associates
Oregon
– -$221K -449 Closed
FI
2288
Financial Insights
Washington
– -$218K -447 Closed
CT
2289
ClearAlpha Technologies
Connecticut
– -$217K -445 Closed
MBT
2290
Montecito Bank & Trust
California
– -$210K -431 Closed
IWM
2291
Integris Wealth Management
California
– -$205K -422 Closed
RCM
2292
Requisite Capital Management
Texas
– -$201K -412 Closed
WAS
2293
Wealth Advisory Solutions
Indiana
– -$201K -412 Closed
IFU
2294
iSAM Funds (UK)
United Kingdom
– -$164K -336 Closed
PPA
2295
Painted Porch Advisors
California
– -$102K -209 Closed
TIM
2296
Tortoise Investment Management
New York
– -$98.8K -203 Closed
RA
2297
Rise Advisors
New York
– -$96.8K -199 Closed
BCP
2298
BSN Capital Partners
United Kingdom
– -$99.8K -194 Closed
ACM
2299
Aster Capital Management
United Arab Emirates
– -$85.7K -176 Closed
JFA
2300
JNBA Financial Advisors
Minnesota
– -$59.9K -123 Closed
90 91
92
93 94