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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2301
Cloud Capital Management
Washington
– -$22K -46 Closed
FLP
2302
Financial Life Planners
Arizona
– -$21.1K -43 Closed
FGAM
2303
Financial Gravity Asset Management
Texas
– -$18.3K -38 Closed
APM
2304
Advanced Portfolio Management
New York
– -$17.5K -36 Closed
CIM
2305
Contravisory Investment Management
Massachusetts
– -$13.1K -27 Closed
MSG
2306
Main Street Group
Virginia
– -$11.2K -23 Closed
TC
2307
Tacita Capital
Ontario, Canada
– -$9.73K -20 Closed
GFWA
2308
Grey Fox Wealth Advisors
Delaware
– -$6.33K -13 Closed
TCA
2309
Trifecta Capital Advisors
Illinois
– -$5.84K -12 Closed
LFA
2310
LGT Financial Advisors
Texas
– -$5.35K -11 Closed
MSFP
2311
Mark Sheptoff Financial Planning
Connecticut
– -$4.87K -10 Closed
SCA
2312
Stuart Chaussee & Associates
California
– -$4.87K -10 Closed
PG
2313
Proffitt & Goodson
Tennessee
– -$3.89K -8 Closed
HWA
2314
Heartwood Wealth Advisors
Virginia
– -$3.41K -7 Closed
NC
2315
North Capital
Utah
– -$2.43K -5 Closed
GGI
2316
Godsey & Gibb Inc
Virginia
– -$1.95K -4 Closed
KB
2317
Kimelman & Baird
New York
– -$1.46K -3 Closed
VWM
2318
Vermillion Wealth Management
Minnesota
– -$1.46K -3 Closed
HC
2319
Hurley Capital
New York
– -$973 -2 Closed
SIP
2320
Sellwood Investment Partners
Oregon
– -$973 -2 Closed
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93