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Cisco
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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
3076
Clarity Financial
Texas
– -$254K -5,330 Closed
SAM
3077
Simplify Asset Management
Nevada
– -$253K -5,313 Closed
DWA
3078
Delap Wealth Advisory
Oregon
– -$252K -5,284 Closed
CA
3079
Claris Advisors
Missouri
– -$250K -5,245 Closed
JLBC
3080
J.L. Bainbridge & Co
Florida
– -$227K -4,774 Closed
TRIA
3081
Trail Ridge Investment Advisors
Colorado
– -$226K -4,749 Closed
M
3082
Mirova
France
– -$226K -4,736 Closed
CAM
3083
Concorde Asset Management
Michigan
– -$224K -4,708 Closed
CCM
3084
CAAS Capital Management
New York
– -$229K -4,683 Closed
PCH
3085
PGIM Custom Harvest
New Jersey
– -$221K -4,629 Closed
SFS
3086
Summit Financial Strategies
Ohio
– -$216K -4,526 Closed
PFM
3087
Patton Fund Management
Texas
– -$210K -4,417 Closed
FC
3088
Financial Consulate
Maryland
– -$208K -4,370 Closed
SFP
3089
Sandbox Financial Partners
Maryland
– -$203K -4,262 Closed
MWM
3090
MinichMacGregor Wealth Management
New York
– -$153K -3,221 Closed
HT
3091
Headlands Technologies
Illinois
– -$137K -2,883 Closed
WOSD
3092
WFA of San Diego
California
– -$107K -2,255 Closed
AWM
3093
Ameliora Wealth Management
Switzerland
– -$89.1K -1,871 Closed
AWM
3094
Activest Wealth Management
Florida
– -$79K -1,705 Closed
SL
3095
Sonnipe Ltd
Isle Of Man
– -$77K -1,617 Closed
OIM
3096
Oder Investment Management
California
– -$72.7K -1,526 Closed
FWA
3097
Freedom Wealth Alliance
Wisconsin
– -$62.6K -1,313 Closed
KSWA
3098
Kathleen S. Wright Associates
Pennsylvania
– -$60K -1,259 Closed
ACP
3099
Arcus Capital Partners
Georgia
– -$57.1K -1,198 Closed
KIA
3100
Kraematon Investment Advisors
Massachusetts
– -$47.5K -997 Closed
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