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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2151
Perbak Capital Partners
United Kingdom
– -$332K -1,366 Closed
TW
2152
TritonPoint Wealth
Maryland
– -$329K -1,352 Closed
WI
2153
WrapManager Inc
California
– -$327K -1,345 Closed
KP
2154
Keel Point
Alabama
– -$325K -1,339 Closed
TBA
2155
Tower Bridge Advisors
Pennsylvania
– -$324K -1,333 Closed
MAWA
2156
Moss Adams Wealth Advisors
Washington
– -$323K -1,327 Closed
MWA
2157
Monograph Wealth Advisors
California
– -$322K -1,325 Closed
GIM
2158
Goelzer Investment Management
Indiana
– -$322K -1,324 Closed
FMI
2159
Factory Mutual Insurance
Massachusetts
– -$316K -1,300 Closed
ACM
2160
AlphaStar Capital Management
North Carolina
– -$315K -1,297 Closed
ST
2161
Somerset Trust
Pennsylvania
– -$315K -1,294 Closed
SIG
2162
Spinnaker Investment Group
California
– -$314K -1,292 Closed
TWM
2163
TRB Wealth Management
Texas
– -$313K -1,287 Closed
CWP
2164
Curated Wealth Partners
California
– -$309K -1,273 Closed
4A
2165
4Wealth Advisors
Illinois
– -$301K -1,250 Closed
AMPWP
2166
Alvarez & Marsal Private Wealth Partners
Florida
– -$296K -1,219 Closed
LFAS
2167
Level Four Advisory Services
Texas
– -$296K -1,216 Closed
TC
2168
TwinBeech Capital
New York
– -$295K -1,214 Closed
AHC
2169
Adell Harriman & Carpenter
Texas
– -$292K -1,200 Closed
BG
2170
Bellevue Group
Switzerland
– -$292K -1,200 Closed
SAM
2171
Secure Asset Management
Michigan
– -$291K -1,197 Closed
FM
2172
Family Management
New York
– -$290K -1,195 Closed
IEFM
2173
IQ EQ Fund Management
Ireland
– -$289K -1,189 Closed
AAIM
2174
Asset Advisors Investment Management
Georgia
– -$284K -1,170 Closed
WP
2175
WealthPLAN Partners
Nebraska
– -$283K -1,164 Closed
85 86
87
88 89