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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
4201
Arbor Investment Advisors
North Carolina
– -$303K -1,860 Closed
BWA
4202
BlueSky Wealth Advisors
North Carolina
– -$303K -1,860 Closed
CPWM
4203
Cypress Point Wealth Management
Texas
– -$303K -1,860 Closed
APS
4204
American Planning Services
Florida
– -$300K -1,840 Closed
RWA
4205
Rainsberger Wealth Advisors
Colorado
– -$293K -1,800 Closed
HKAM
4206
Horizon Kinetics Asset Management
New York
– -$290K -1,780 Closed
WC
4207
Wexford Capital
Florida
– -$290 -1,780 Closed
WFA
4208
Wipfli Financial Advisors
Wisconsin
– -$290K -1,780 Closed
CP
4209
Capital Planning
Washington
– -$287K -1,760 Closed
SPW
4210
Surience Private Wealth
Washington
– -$287K -1,760 Closed
TPW
4211
TL Private Wealth
Texas
– -$264K -1,740 Closed
BCAM
4212
Boston Common Asset Management
Massachusetts
– -$280K -1,720 Closed
WFA
4213
Websterrogers Financial Advisors
South Carolina
– -$281K -1,720 Closed
PWM
4214
Paulson Wealth Management
Illinois
– -$277K -1,700 Closed
KS
4215
Karpas Strategies
Connecticut
– -$274K -1,680 Closed
CCM
4216
Crew Capital Management
Ohio
– -$271K -1,660 Closed
DP
4217
Divergent Planning
Maryland
– -$268K -1,640 Closed
NG
4218
NatWest Group
United Kingdom
– -$267K -1,640 Closed
PWA
4219
Pillar Wealth Advisors
Pennsylvania
– -$267K -1,640 Closed
LCM
4220
Lewis Capital Management
California
– -$264K -1,620 Closed
SCA
4221
Sippican Capital Advisors
Massachusetts
– -$264K -1,620 Closed
SPI
4222
Sutton Place Investors
New York
– -$234K -1,620 Closed
TWM
4223
TMD Wealth Management
Arizona
– -$265K -1,620 Closed
HIC
4224
Harvey Investment Company
Kentucky
– -$261K -1,600 Closed
HHAM
4225
HITE Hedge Asset Management
Massachusetts
– -$261K -1,600 Closed
167 168
169
170 171