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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
2351
Turning Point Benefit Group
Maryland
– -$23K -44 Closed
PSFG
2352
Park Square Financial Group
Georgia
– -$20.4K -41 Closed
IIM
2353
IFC & Insurance Marketing
California
– -$18K -34 Closed
CFS
2354
CGC Financial Services
Oregon
– -$17.2K -33 Closed
CA
2355
Cresta Advisors
Texas
– -$16.7K -32 Closed
LWANC
2356
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$13.6K -26 Closed
EI
2357
eCIO Inc
Wisconsin
– -$10.5K -20 Closed
LFASL
2358
Lugano Financial Advisors SA (LFA)
Switzerland
– -$8.88K -17 Closed
AIP
2359
Alexis Investment Partners
Texas
– -$8.36K -16 Closed
MGI
2360
Miller Global Investments
Texas
– -$7.84K -15 Closed
SHF
2361
Safe Harbor Fiduciary
Florida
– -$6.79K -13 Closed
OC
2362
Optima Capital
Oregon
– -$6.27K -12 Closed
QA
2363
Quattro Advisors
Pennsylvania
– -$5.75K -11 Closed
VWWMG
2364
Vermillion & White Wealth Management Group
Pennsylvania
– -$5.75K -11 Closed
RTC
2365
Riverview Trust Company
Washington
– -$5.23K -10 Closed
TFA
2366
Toth Financial Advisory
Virginia
– -$4.7K -9 Closed
FF
2367
Friedenthal Financial
New Jersey
– -$4.18K -8 Closed
MA
2368
Modus Advisors
Minnesota
– -$3.66K -7 Closed
LB
2369
Legacy Bridge
Iowa
– -$3.14K -6 Closed
RFA
2370
Reyes Financial Architecture
California
– -$2.61K -5 Closed
CWM
2371
Cedar Wealth Management
California
– -$2.09K -4 Closed
JWM
2372
Jessup Wealth Management
Ohio
– -$1.61K -3 Closed
LIA
2373
Luken Investment Analytics
Tennessee
– -$1.57K -3 Closed
WW
2374
Winnow Wealth
Texas
– -$1.57K -3 Closed
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