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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1901
Cooper Financial Group
California
– -$213K -1,106 Closed
ACP
1902
Argyle Capital Partners
California
– -$212K -1,100 Closed
PA
1903
Procyon Advisors
Connecticut
– -$211K -1,099 Closed
PL
1904
Plancorp LLC
Missouri
– -$211K -1,096 Closed
SCI
1905
Silver Coast Investments
United States
– -$211K -1,096 Closed
TTWM
1906
TCV Trust & Wealth Management
Virginia
– -$211K -1,095 Closed
EL
1907
Essex LLC
Illinois
– -$210K -1,094 Closed
CS
1908
Cannell & Spears
New York
– -$210K -1,091 Closed
FCH
1909
Freestone Capital Holdings
Washington
– -$208K -1,083 Closed
NL
1910
NWAM LLC
Washington
– -$208K -1,079 Closed
BWP
1911
BSW Wealth Partners
Colorado
– -$207K -1,077 Closed
NBWM
1912
North Berkeley Wealth Management
California
– -$207K -1,074 Closed
PWP
1913
Precedent Wealth Partners
Texas
– -$207K -1,074 Closed
SAM
1914
Summit Asset Management
Tennessee
– -$206K -1,072 Closed
KA
1915
Klingman & Associates
New York
– -$205K -1,064 Closed
APWM
1916
Argonautica Private Wealth Management
Massachusetts
– -$204K -1,060 Closed
BIG
1917
Builder Investment Group
Georgia
– -$203K -1,053 Closed
MFG
1918
Mosaic Financial Group
Illinois
– -$202K -1,052 Closed
AWM
1919
Arista Wealth Management
Nevada
– -$202K -1,048 Closed
GPWM
1920
Grant Private Wealth Management
California
– -$201K -1,047 Closed
LCGC
1921
Legacy Capital Group California
California
– -$201K -1,043 Closed
EB
1922
Emprise Bank
Kansas
– -$200K -1,042 Closed
SWM
1923
Segment Wealth Management
Texas
– -$200K -1,042 Closed
TW
1924
TritonPoint Wealth
Maryland
– -$201K -1,038 Closed
PPA
1925
Painted Porch Advisors
California
– -$124K -647 Closed
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77
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