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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2126
Destination Wealth Management
California
– -$346K -1,423 Closed
AWM
2127
Ariadne Wealth Management
California
– -$344K -1,417 Closed
TW
2128
ticino wealth
California
– -$390K -1,417 Closed
CPA
2129
Capital Performance Advisors
California
– -$343K -1,412 Closed
NRC
2130
New Republic Capital
North Carolina
– -$342K -1,405 Closed
CIC
2131
Chilton Investment Company
Connecticut
– -$335K -1,380 Closed
HPC
2132
Hobart Private Capital
North Carolina
– -$335K -1,379 Closed
PAG
2133
Poinciana Advisors Group
Florida
– -$334K -1,374 Closed
PCP
2134
Perbak Capital Partners
United Kingdom
– -$332K -1,366 Closed
TW
2135
TritonPoint Wealth
Maryland
– -$329K -1,352 Closed
WI
2136
WrapManager Inc
California
– -$327K -1,345 Closed
KP
2137
Keel Point
Alabama
– -$325K -1,339 Closed
TBA
2138
Tower Bridge Advisors
Pennsylvania
– -$324K -1,333 Closed
MAWA
2139
Moss Adams Wealth Advisors
Washington
– -$323K -1,327 Closed
MWA
2140
Monograph Wealth Advisors
California
– -$322K -1,325 Closed
GIM
2141
Goelzer Investment Management
Indiana
– -$322K -1,324 Closed
FMI
2142
Factory Mutual Insurance
Massachusetts
– -$316K -1,300 Closed
ACM
2143
AlphaStar Capital Management
North Carolina
– -$315K -1,297 Closed
ST
2144
Somerset Trust
Pennsylvania
– -$315K -1,294 Closed
SIG
2145
Spinnaker Investment Group
California
– -$314K -1,292 Closed
TWM
2146
TRB Wealth Management
Texas
– -$313K -1,287 Closed
CWP
2147
Curated Wealth Partners
California
– -$309K -1,273 Closed
4A
2148
4Wealth Advisors
Illinois
– -$301K -1,250 Closed
AMPWP
2149
Alvarez & Marsal Private Wealth Partners
Florida
– -$296K -1,219 Closed
LFAS
2150
Level Four Advisory Services
Texas
– -$296K -1,216 Closed
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