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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3101
Greenspring Advisors
Maryland
– -$216K -4,140 Closed
WCA
3102
Westover Capital Advisors
Delaware
– -$216K -4,140 Closed
MWM
3103
Meritas Wealth Management
California
– -$215K -4,116 Closed
WA
3104
Wealthstream Advisors
New York
– -$215K -4,111 Closed
WSWA
3105
Warren Street Wealth Advisors
California
– -$214K -4,085 Closed
FFA
3106
Fi3 Financial Advisors
Indiana
– -$213K -4,081 Closed
FCIM
3107
Fairview Capital Investment Management
California
– -$212K -4,054 Closed
GSAM
3108
Grant Street Asset Management
Pennsylvania
– -$212K -4,051 Closed
KPWG
3109
KFA Private Wealth Group
Virginia
– -$210K -4,012 Closed
VP
3110
Verum Partners
North Carolina
– -$208K -3,982 Closed
OWP
3111
Obermeyer Wealth Partners
Colorado
– -$207K -3,961 Closed
MWA
3112
Motive Wealth Advisors
Michigan
– -$206K -3,943 Closed
MIOT
3113
Massachusetts Institute of Technology
Massachusetts
– -$205K -3,930 Closed
MWM
3114
Merriman Wealth Management
Washington
– -$205K -3,927 Closed
SFC
3115
Strategic Financial Concepts
Texas
– -$205K -3,920 Closed
EI
3116
Ellevest Inc
New York
– -$197K -3,765 Closed
MIA
3117
Milestone Investment Advisors
Wisconsin
– -$194K -3,706 Closed
SFFS
3118
Stonehage Fleming Financial Services
Jersey
– -$183K -3,510 Closed
SC
3119
Schubert & Co
Texas
– -$164K -3,130 Closed
OCM
3120
Orion Capital Management
California
– -$128K -2,446 Closed
WIM
3121
WealthPlan Investment Management
Nebraska
– -$121K -2,306 Closed
CCM
3122
Carderock Capital Management
Maryland
– -$62.7K -1,200 Closed
MWC
3123
MBM Wealth Consultants
Missouri
– -$60K -1,140 Closed
JIR
3124
James Investment Research
Ohio
– -$57K -1,092 Closed
GFWA
3125
Grey Fox Wealth Advisors
Delaware
– -$41.1K -787 Closed
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