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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
2276
Courage Miller Partners
Virginia
– -$239K -458 Closed
NPFS
2277
Novak & Powell Financial Services
Florida
– -$239K -457 Closed
JRPIM
2278
Journey Retirement Planning & Investment Management
Idaho
– -$239K -456 Closed
TFS
2279
Thoroughbred Financial Services
Tennessee
– -$237K -455 Closed
KWA
2280
Kondo Wealth Advisors
California
– -$237K -454 Closed
SAI
2281
Systematic Alpha Investments
New Jersey
– -$236K -452 Closed
UAG
2282
United Advisor Group
Ohio
– -$236K -452 Closed
CC
2283
Courier Capital
New York
– -$236K -451 Closed
APP
2284
Avantax Planning Partners
Iowa
– -$234K -448 Closed
PCMNC
2285
Piedmont Capital Management (North Carolina)
North Carolina
– -$234K -448 Closed
CCG
2286
Catalina Capital Group
California
– -$234K -447 Closed
WC
2287
Wynn Capital
Georgia
– -$233K -446 Closed
BWM
2288
BCS Wealth Management
Tennessee
– -$231K -442 Closed
VBCG
2289
Valley Brook Capital Group
Pennsylvania
– -$230K -440 Closed
CF
2290
Claris Financial
Virginia
– -$229K -439 Closed
LWM
2291
Lionshead Wealth Management
New York
– -$229K -438 Closed
WWM
2292
Westwood Wealth Management
California
– -$229K -438 Closed
ACA
2293
Anchor Capital Advisors
Massachusetts
– -$227K -434 Closed
AF
2294
ASL Financial
California
– -$227K -434 Closed
MLL
2295
Moody Lynn & Lieberson
Massachusetts
– -$226K -433 Closed
LSPW
2296
Lake Street Private Wealth
Illinois
– -$225K -431 Closed
GWANC
2297
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$225K -430 Closed
ML
2298
McAdam LLC
Pennsylvania
– -$223K -427 Closed
APM
2299
a16z Perennial Management
California
– -$223K -426 Closed
DIM
2300
Delta Investment Management
California
– -$221K -424 Closed
90 91
92
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