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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1151
Phillips Wealth Planners
Mississippi
– -$269K -8,705 Closed
CAMG
1152
CWA Asset Management Group
Florida
– -$269K -8,583 Closed
GL
1153
Graypoint LLC
New York
– -$259K -8,261 Closed
KWM
1154
Keebeck Wealth Management
Illinois
– -$257K -8,179 Closed
CGL
1155
Clarius Group LLC
Washington
– -$250K -7,969 Closed
PCM
1156
Prelude Capital Management
New York
– -$247K -7,872 Closed
SIA
1157
Soltis Investment Advisors
Utah
– -$241K -7,665 Closed
SFWA
1158
Summit Financial Wealth Advisors
Louisiana
– -$234K -7,461 Closed
WCA
1159
Westover Capital Advisors
Delaware
– -$232K -7,400 Closed
RWMG
1160
Redwood Wealth Management Group
New Jersey
– -$230K -7,324 Closed
DOA
1161
D'Orazio & Associates
Virginia
– -$230K -7,314 Closed
BHWM
1162
Bar Harbor Wealth Management
New Hampshire
– -$229K -7,303 Closed
RSWM
1163
Robertson Stephens Wealth Management
California
– -$227K -7,234 Closed
AUB
1164
Atlantic Union Bankshares
Virginia
– -$226K -7,191 Closed
ACI
1165
Alpha Cubed Investments
California
– -$225K -7,154 Closed
TWM
1166
Tradition Wealth Management
Minnesota
– -$224K -7,146 Closed
WA
1167
Wealth Alliance
New York
– -$221K -7,048 Closed
APP
1168
Avantax Planning Partners
Iowa
– -$221K -7,027 Closed
VWA
1169
Visionary Wealth Advisors
Illinois
– -$221K -7,027 Closed
WPC
1170
Waters Parkerson & Co
Louisiana
– -$220K -7,009 Closed
SIAP
1171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$220K -7,000 Closed
MMPW
1172
Mitchell McLeod Pugh & Williams
Alabama
– -$218K -6,951 Closed
TA
1173
TruWealth Advisors
Louisiana
– -$218K -6,936 Closed
CGPCS
1174
Capital Group Private Client Services
California
– -$215K -6,861 Closed
IA
1175
IFG Advisors
Missouri
– -$209K -6,648 Closed
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