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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2301
Single Point Partners
Massachusetts
– -$221K -422 Closed
PIA
2302
Pinion Investment Advisors
Kansas
– -$220K -421 Closed
HPA
2303
High Probability Advisors
New York
– -$219K -419 Closed
FAN
2304
Financial Advisors Network
California
– -$218K -418 Closed
KFA
2305
Kapstone Financial Advisors
Ohio
– -$217K -416 Closed
AGP
2306
Aspire Growth Partners
Florida
– -$217K -415 Closed
CIG
2307
Cairn Investment Group
Washington
– -$216K -414 Closed
TA
2308
Teramo Advisors
Florida
– -$216K -414 Closed
BM
2309
Berman McAleer
Maryland
– -$216K -413 Closed
CA
2310
CGN Advisors
Kansas
– -$216K -413 Closed
MWA
2311
Motive Wealth Advisors
Michigan
– -$216K -413 Closed
TCM
2312
Teza Capital Management
Illinois
– -$216K -413 Closed
KA
2313
Klingman & Associates
New York
– -$215K -411 Closed
PAS
2314
Parsonex Advisory Services
Colorado
– -$214K -410 Closed
FCG
2315
Fielder Capital Group
Tennessee
– -$214K -409 Closed
JDLA
2316
J. Derek Lewis & Associates
California
– -$214K -409 Closed
CSA
2317
Cornerstone Select Advisors
Missouri
– -$212K -406 Closed
OC
2318
Oarsman Capital
Wisconsin
– -$212K -405 Closed
WB
2319
West Bancorporation
Iowa
– -$212K -405 Closed
BBA
2320
Braun-Bostich & Associates
Pennsylvania
– -$211K -404 Closed
VCWM
2321
Vista Cima Wealth Management
Arizona
– -$211K -404 Closed
IP
2322
Investment Partners
Ohio
– -$211K -403 Closed
MSWA
2323
Marshall & Sterling Wealth Advisors
New York
– -$210K -402 Closed
TWM
2324
Tanager Wealth Management
United Kingdom
– -$210K -402 Closed
BWA
2325
Brave Warrior Advisors
New York
– -$210K -401 Closed
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93
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