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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2276
IFC Advisors
California
– -$246K -470 Closed
SLWA
2277
San Luis Wealth Advisors
California
– -$246K -470 Closed
HIGP
2278
Hill Investment Group Partners
Missouri
– -$244K -467 Closed
SNBOSD
2279
Security National Bank of So Dak
Iowa
– -$244K -467 Closed
TW
2280
TritonPoint Wealth
Maryland
– -$243K -464 Closed
LTI
2281
Laffer Tengler Investments
Tennessee
– -$241K -462 Closed
LI
2282
LVZ Inc
Michigan
– -$241K -461 Closed
WF
2283
Wayfinding Financial
Washington
– -$240K -460 Closed
CMP
2284
Courage Miller Partners
Virginia
– -$239K -458 Closed
NPFS
2285
Novak & Powell Financial Services
Florida
– -$239K -457 Closed
JRPIM
2286
Journey Retirement Planning & Investment Management
Idaho
– -$239K -456 Closed
TFS
2287
Thoroughbred Financial Services
Tennessee
– -$237K -455 Closed
KWA
2288
Kondo Wealth Advisors
California
– -$237K -454 Closed
SAI
2289
Systematic Alpha Investments
New Jersey
– -$236K -452 Closed
UAG
2290
United Advisor Group
Ohio
– -$236K -452 Closed
CC
2291
Courier Capital
New York
– -$236K -451 Closed
APP
2292
Avantax Planning Partners
Iowa
– -$234K -448 Closed
PCMNC
2293
Piedmont Capital Management (North Carolina)
North Carolina
– -$234K -448 Closed
CCG
2294
Catalina Capital Group
California
– -$234K -447 Closed
WC
2295
Wynn Capital
Georgia
– -$233K -446 Closed
BWM
2296
BCS Wealth Management
Tennessee
– -$231K -442 Closed
VBCG
2297
Valley Brook Capital Group
Pennsylvania
– -$230K -440 Closed
CF
2298
Claris Financial
Virginia
– -$229K -439 Closed
LWM
2299
Lionshead Wealth Management
New York
– -$229K -438 Closed
WWM
2300
Westwood Wealth Management
California
– -$229K -438 Closed
90 91
92
93 94