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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1901
Capital Impact Advisors
Massachusetts
– -$190K -268 Closed
M
1902
Mirova
France
– -$174K -245 Closed
HNWAG
1903
High Net Worth Advisory Group
Florida
– -$143K -201 Closed
ACM
1904
AUA Capital Management
Pennsylvania
– -$108K -153 Closed
SC
1905
Seldon Capital
California
– -$93.5K -132 Closed
FA
1906
Fiduciary Alliance
South Carolina
– -$83.6K -118 Closed
MS
1907
Madden Securities
Texas
– -$70.9K -100 Closed
NL
1908
NVWM LLC
Pennsylvania
– -$56.7K -80 Closed
GIA
1909
Goodwin Investment Advisory
Georgia
– -$45.4K -64 Closed
OWA
1910
One Wealth Advisors
California
– -$40.9K -58 Closed
WOSD
1911
WFA of San Diego
California
– -$34K -48 Closed
NSB
1912
Norway Savings Bank
Maine
– -$33.3K -47 Closed
FCG
1913
Financial Connections Group
California
– -$23K -33 Closed
MWM
1914
MinichMacGregor Wealth Management
New York
– -$22K -31 Closed
BHWM
1915
Beaird Harris Wealth Management
Texas
– -$18.4K -26 Closed
MPCL
1916
My Personal CFO LLC
Washington
– -$18.4K -26 Closed
OA
1917
Operose Advisors
Wisconsin
– -$17K -24 Closed
FPB
1918
First PREMIER Bank
South Dakota
– -$14K -20 Closed
CSPAM
1919
Cary Street Partners Asset Management
Virginia
– -$13.5K -19 Closed
SC
1920
Sierra Capital
Florida
– -$10K -14 Closed
TCM
1921
Tradewinds Capital Management
Washington
– -$9.92K -14 Closed
MUMSS
1922
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$7K -10 Closed
VCM
1923
Vigilant Capital Management
Maine
– -$6K -8 Closed
CAS
1924
Coppell Advisory Solutions
Texas
– -$4.96K -7 Closed
CASC
1925
Coppell Advisory Solutions Corp
Texas
– -$4.96K -7 Closed
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