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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2301
Anchor Capital Advisors
Massachusetts
– -$227K -434 Closed
AF
2302
ASL Financial
California
– -$227K -434 Closed
MLL
2303
Moody Lynn & Lieberson
Massachusetts
– -$226K -433 Closed
LSPW
2304
Lake Street Private Wealth
Illinois
– -$225K -431 Closed
GWANC
2305
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$225K -430 Closed
ML
2306
McAdam LLC
Pennsylvania
– -$223K -427 Closed
APM
2307
a16z Perennial Management
California
– -$223K -426 Closed
DIM
2308
Delta Investment Management
California
– -$221K -424 Closed
SPP
2309
Single Point Partners
Massachusetts
– -$221K -422 Closed
PIA
2310
Pinion Investment Advisors
Kansas
– -$220K -421 Closed
HPA
2311
High Probability Advisors
New York
– -$219K -419 Closed
FAN
2312
Financial Advisors Network
California
– -$218K -418 Closed
KFA
2313
Kapstone Financial Advisors
Ohio
– -$217K -416 Closed
AGP
2314
Aspire Growth Partners
Florida
– -$217K -415 Closed
CIG
2315
Cairn Investment Group
Washington
– -$216K -414 Closed
TA
2316
Teramo Advisors
Florida
– -$216K -414 Closed
BM
2317
Berman McAleer
Maryland
– -$216K -413 Closed
CA
2318
CGN Advisors
Kansas
– -$216K -413 Closed
MWA
2319
Motive Wealth Advisors
Michigan
– -$216K -413 Closed
TCM
2320
Teza Capital Management
Illinois
– -$216K -413 Closed
KA
2321
Klingman & Associates
New York
– -$215K -411 Closed
PAS
2322
Parsonex Advisory Services
Colorado
– -$214K -410 Closed
FCG
2323
Fielder Capital Group
Tennessee
– -$214K -409 Closed
JDLA
2324
J. Derek Lewis & Associates
California
– -$214K -409 Closed
CSA
2325
Cornerstone Select Advisors
Missouri
– -$212K -406 Closed
91 92
93
94 95