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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PH
2301
Pinnacle Holdings
Oklahoma
– -$56K -115 Closed
GCGDR
2302
Geo Capital Gestora de Recursos
Brazil
– -$52K -106 Closed
ABWM
2303
Alpine Bank Wealth Management
Colorado
– -$43.3K -89 Closed
TCM
2304
TruNorth Capital Management
Michigan
– -$40.4K -83 Closed
PAM
2305
Palisade Asset Management
Minnesota
– -$36K -74 Closed
APGDR
2306
Absoluto Partners Gestao de Recursos
Brazil
– -$23.4K -48 Closed
CCM
2307
Cloud Capital Management
Washington
– -$22K -46 Closed
FLP
2308
Financial Life Planners
Arizona
– -$21.1K -43 Closed
FGAM
2309
Financial Gravity Asset Management
Texas
– -$18.3K -38 Closed
APM
2310
Advanced Portfolio Management
New York
– -$17.5K -36 Closed
CIM
2311
Contravisory Investment Management
Massachusetts
– -$13.1K -27 Closed
MSG
2312
Main Street Group
Virginia
– -$11.2K -23 Closed
TC
2313
Tacita Capital
Ontario, Canada
– -$9.73K -20 Closed
GFWA
2314
Grey Fox Wealth Advisors
Delaware
– -$6.33K -13 Closed
TCA
2315
Trifecta Capital Advisors
Illinois
– -$5.84K -12 Closed
LFA
2316
LGT Financial Advisors
Texas
– -$5.35K -11 Closed
MSFP
2317
Mark Sheptoff Financial Planning
Connecticut
– -$4.87K -10 Closed
SCA
2318
Stuart Chaussee & Associates
California
– -$4.87K -10 Closed
PG
2319
Proffitt & Goodson
Tennessee
– -$3.89K -8 Closed
HWA
2320
Heartwood Wealth Advisors
Virginia
– -$3.41K -7 Closed
NC
2321
North Capital
Utah
– -$2.43K -5 Closed
GGI
2322
Godsey & Gibb Inc
Virginia
– -$1.95K -4 Closed
KB
2323
Kimelman & Baird
New York
– -$1.46K -3 Closed
VWM
2324
Vermillion Wealth Management
Minnesota
– -$1.46K -3 Closed
HC
2325
Hurley Capital
New York
– -$973 -2 Closed
90 91 92
93
94