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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1926
CX Institutional
Indiana
– -$205K -1,501 Closed
TA
1927
Trellis Advisors
Washington
– -$205K -1,501 Closed
BCM
1928
Bluefin Capital Management
New York
– -$208K -1,500 Closed
ERIC
1929
Eagle Rock Investment Company
Georgia
– -$205K -1,500 Closed
TIM
1930
Total Investment Management
Arizona
– -$205K -1,500 Closed
MPW
1931
Monterey Private Wealth
California
– -$205K -1,496 Closed
SW
1932
SkyOak Wealth
Michigan
– -$204K -1,492 Closed
GLLW
1933
Graves Light Lenhart Wealth
Virginia
– -$204K -1,490 Closed
PCM
1934
Pointe Capital Management
Michigan
– -$204K -1,490 Closed
OWP
1935
Obermeyer Wealth Partners
Colorado
– -$204K -1,489 Closed
NCMW
1936
Northern Capital Management (Washington)
Washington
– -$203K -1,484 Closed
RW
1937
RVW Wealth
California
– -$203K -1,482 Closed
MCP
1938
Mirador Capital Partners
California
– -$202K -1,480 Closed
LSPW
1939
Lake Street Private Wealth
Illinois
– -$201K -1,471 Closed
OPCM
1940
Osborne Partners Capital Management
California
– -$201K -1,469 Closed
HI
1941
HBK Investments
Texas
– -$201K -1,467 Closed
UF
1942
Univest Financial
Pennsylvania
– -$200K -1,466 Closed
KA
1943
Kercheville Advisors
Texas
– -$200K -1,460 Closed
SICM
1944
Sustainable Insight Capital Management
New York
– -$200K -1,279 Closed
PWA
1945
Physician Wealth Advisors
Utah
– -$209K -1,234 Closed
TCWM
1946
Total Clarity Wealth Management
Illinois
– -$166K -1,217 Closed
JPLA
1947
Joseph P. Lucia & Associates
New York
– -$160K -1,168 Closed
GCS
1948
Gordian Capital (Singapore)
Singapore
– -$151K -1,101 Closed
SIAP
1949
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$118K -861 Closed
RIM
1950
Rockbridge Investment Management
New York
– -$115K -844 Closed
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