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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1276
Cardiff Park Advisors
California
– -$240K -2,344 Closed
CA
1277
Claro Advisors
Massachusetts
– -$239K -2,343 Closed
JCM
1278
Jacobi Capital Management
Pennsylvania
– -$238K -2,326 Closed
OWP
1279
Obermeyer Wealth Partners
Colorado
– -$245K -2,324 Closed
HC
1280
Henshaw Capital
Massachusetts
– -$236K -2,308 Closed
MWM
1281
Meridian Wealth Management
Kentucky
– -$233K -2,283 Closed
JAM
1282
Jupiter Asset Management
United Kingdom
– -$232K -2,272 Closed
FBFS
1283
First Business Financial Services
Wisconsin
– -$232K -2,269 Closed
ATC
1284
Argent Trust Co
Tennessee
– -$232K -2,267 Closed
P
1285
&Partners
Tennessee
– -$229K -2,241 Closed
SC
1286
Slow Capital
California
– -$228K -2,235 Closed
ORI
1287
Oak Ridge Investments
Illinois
– -$228K -2,228 Closed
CCA
1288
Cottonwood Capital Advisors
Utah
– -$227K -2,226 Closed
FFS
1289
Founders Financial Securities
Maryland
– -$225K -2,200 Closed
LFM
1290
LGT Fund Management
Liechtenstein
– -$225K -2,200 Closed
SF
1291
Summit Financial
New Jersey
– -$224K -2,191 Closed
HFP
1292
Holistic Financial Partners
Indiana
– -$222K -2,177 Closed
LSPW
1293
Lake Street Private Wealth
Illinois
– -$221K -2,167 Closed
RFC
1294
Regions Financial Corp
Alabama
– -$220K -2,160 Closed
VWA
1295
Visionary Wealth Advisors
Illinois
– -$220K -2,154 Closed
LWM
1296
Lyell Wealth Management
California
– -$220K -2,150 Closed
CW
1297
Channel Wealth
California
– -$219K -2,143 Closed
DP
1298
Dearborn Partners
Illinois
– -$218K -2,130 Closed
GC
1299
Gratus Capital
Georgia
– -$214K -2,099 Closed
CG
1300
Colony Group
Massachusetts
– -$213K -2,082 Closed
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