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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2451
Coastwise Capital Group
California
– -$216K -2,287 Closed
EFA
2452
Evernest Financial Advisors
Indiana
– -$212K -2,242 Closed
OWP
2453
Obermeyer Wealth Partners
Colorado
– -$210K -2,219 Closed
AI
2454
Accredited Investors
Minnesota
– -$204K -2,159 Closed
WP
2455
WealthShield Partners
North Carolina
– -$203K -2,149 Closed
CCFM
2456
Clear Creek Financial Management
Washington
– -$201K -2,128 Closed
SI
2457
Saxon Interests
Texas
– -$211K -2,128 Closed
IWA
2458
IBEX Wealth Advisors
New Jersey
– -$201K -2,123 Closed
NC
2459
North Capital
Utah
– -$152K -1,604 Closed
JWM
2460
JPL Wealth Management
Colorado
– -$145K -1,529 Closed
MSG
2461
Main Street Group
Virginia
– -$112K -1,179 Closed
HWA
2462
Heartwood Wealth Advisors
Virginia
– -$106K -1,117 Closed
TIM
2463
Tortoise Investment Management
New York
– -$97.3K -1,029 Closed
ATC
2464
Advantage Trust Company
Kansas
– -$94.6K -1,000 Closed
RA
2465
Rise Advisors
New York
– -$78.2K -827 Closed
FLP
2466
Financial Life Planners
Arizona
– -$38.6K -408 Closed
AT
2467
Avalon Trust
New Mexico
– -$38.2K -404 Closed
NSG
2468
Nalls Sherbakoff Group
Tennessee
– -$37.8K -400 Closed
PFA
2469
Pathway Financial Advisers
Indiana
– -$37.6K -398 Closed
BP
2470
BNP Paribas
France
– -$34.5K -365 Closed
CWM
2471
Crowley Wealth Management
Delaware
– -$28.3K -299 Closed
SAM
2472
Strive Asset Management
Ohio
– -$27.8K -294 Closed
CCM
2473
Cloud Capital Management
Washington
– -$26K -284 Closed
UBP
2474
Union Bancaire Privee
Switzerland
– -$20.2K -275 Closed
HFS
2475
Hopwood Financial Services
Virginia
– -$20.8K -220 Closed
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