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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1726
Curi Wealth Management
North Carolina
– -$398K -1,555 Closed
LA
1727
LVW Advisors
New York
– -$397K -1,554 Closed
BP
1728
BBR Partners
New York
– -$383K -1,498 Closed
SIA
1729
Strategic Investment Advisors
Michigan
– -$380K -1,487 Closed
CC
1730
Cornerstone Capital
California
– -$370K -1,447 Closed
PIA
1731
Perennial Investment Advisors
California
– -$342K -1,336 Closed
IIM
1732
Ipswich Investment Management
Massachusetts
– -$337K -1,320 Closed
EGA
1733
E&G Advisors
Texas
– -$295K -1,155 Closed
WFI
1734
West Family Investments
California
– -$290K -1,133 Closed
KM
1735
Kalos Management
Georgia
– -$287K -1,114 Closed
WSFS
1736
Wilmington Savings Fund Society
Delaware
– -$283K -1,107 Closed
KFA
1737
Krane Funds Advisors
New York
– -$274K -1,072 Closed
DU
1738
Delphia (USA)
Ontario, Canada
– -$262K -1,025 Closed
TCOK
1739
Trust Company of Kansas
Kansas
– -$254K -995 Closed
AWM
1740
Aprio Wealth Management
Georgia
– -$254K -993 Closed
RSWM
1741
Robertson Stephens Wealth Management
California
– -$254K -992 Closed
LFA
1742
Legacy Financial Advisors
Kentucky
– -$249K -974 Closed
AG
1743
Ascent Group
Virginia
– -$264K -973 Closed
CG
1744
CFO4Life Group
Texas
– -$241K -965 Closed
CPA
1745
Cardiff Park Advisors
California
– -$245K -959 Closed
KFGK
1746
Keystone Financial Group (Kentucky)
Kentucky
– -$236K -924 Closed
CT
1747
Columbia Trust
Oregon
– -$235K -921 Closed
AHB
1748
Abner Herrman & Brock
New Jersey
– -$235K -920 Closed
CI
1749
CX Institutional
Indiana
– -$234K -914 Closed
GCC
1750
Guardian Capital (Canada)
Ontario, Canada
– -$233K -912 Closed
68 69
70
71 72