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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1226
Regent Peak Wealth Advisors
Georgia
– -$221K -814 Closed
PCS
1227
Personal CFO Solutions
New Jersey
– -$221K -812 Closed
CIA
1228
Caerus Investment Advisors
Texas
– -$216K -793 Closed
PSP
1229
Principal Street Partners
Tennessee
– -$215K -792 Closed
FCP
1230
Fidelis Capital Partners
Florida
– -$215K -791 Closed
SF
1231
Symphony Financial
Texas
– -$215K -790 Closed
TIA
1232
Trust Investment Advisors
Indiana
– -$212K -778 Closed
CF
1233
Centaurus Financial
California
– -$209K -770 Closed
RCP
1234
Rothschild Capital Partners
New York
– -$209K -770 Closed
TW
1235
Traveka Wealth
California
– -$207K -760 Closed
SAMT
1236
Select Asset Management & Trust
Pennsylvania
– -$206K -758 Closed
EWA
1237
Emergent Wealth Advisors
New York
– -$206K -756 Closed
RC
1238
Roundview Capital
New Jersey
– -$205K -755 Closed
QFW
1239
QTR Family Wealth
Florida
– -$204K -750 Closed
TW
1240
TritonPoint Wealth
Maryland
– -$203K -747 Closed
RZH
1241
Relyea Zuckerberg Hanson
Connecticut
– -$202K -744 Closed
BCP
1242
BSN Capital Partners
United Kingdom
– -$99.9K -488 Closed
EMFAT
1243
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$130K -479 Closed
TIM
1244
Tortoise Investment Management
New York
– -$130K -477 Closed
IUHSA
1245
Itau Unibanco Holding S.A.
Brazil
– -$77K -283 Closed
CWP
1246
Concord Wealth Partners
Virginia
– -$49.7K -183 Closed
MAM
1247
Morse Asset Management
Connecticut
– -$36.2K -133 Closed
MSG
1248
Main Street Group
Virginia
– -$21.5K -79 Closed
JWM
1249
JPL Wealth Management
Colorado
– -$20.9K -77 Closed
PAM
1250
Palisade Asset Management
Minnesota
– -$14.7K -54 Closed
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