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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2651
Cerro Pacific Wealth Advisors
California
– -$253K -1,173 Closed
EWS
2652
Evergreen Wealth Solutions
Pennsylvania
– -$245K -1,135 Closed
SPI
2653
Strategic Planning Inc
Ohio
– -$239K -1,107 Closed
DDC
2654
DF Dent & Co
Maryland
– -$238K -1,103 Closed
CWIG
2655
Chung Wu Investment Group
Texas
– -$237K -1,100 Closed
NFA
2656
Northern Financial Advisors
Michigan
– -$230K -1,064 Closed
VFP
2657
Verus Financial Partners
Virginia
– -$228K -1,056 Closed
VCP
2658
Vista Capital Partners
Oregon
– -$225K -1,042 Closed
HIM
2659
Harbour Investment Management
Washington
– -$223K -1,034 Closed
MM
2660
MQS Management
New York
– -$223K -1,032 Closed
BSSFA
2661
Baron Silver Stevens Financial Advisors
Florida
– -$221K -1,025 Closed
CAM
2662
Cidel Asset Management
Ontario, Canada
– -$221K -1,025 Closed
CWMP
2663
Clarion Wealth Managment Partners
Virginia
– -$216K -1,000 Closed
TFCP
2664
Twin Focus Capital Partners
Massachusetts
– -$216K -1,000 Closed
PCI
2665
Planning Center Inc
Illinois
– -$215K -998 Closed
MPCA
2666
Madison Park Capital Advisors
Washington
– -$215K -997 Closed
IGGA
2667
Iron Gate Global Advisors
Utah
– -$210K -974 Closed
CWA
2668
Cura Wealth Advisors
Illinois
– -$207K -958 Closed
FFA
2669
Fragasso Financial Advisors
Pennsylvania
– -$206K -952 Closed
BAM
2670
Berkshire Asset Management
Pennsylvania
– -$204K -945 Closed
ISWM
2671
Independent Solutions Wealth Management
New York
– -$204K -945 Closed
SFPG
2672
Stonebridge Financial Planning Group
Florida
– -$204K -944 Closed
KOCAA
2673
Knights of Columbus Asset Advisors
Connecticut
– -$201K -932 Closed
LFG
2674
Lazard Frères Gestion
France
– -$201K -932 Closed
SL
2675
Sentinus LLC
Illinois
– -$201K -932 Closed
105 106
107
108 109