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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
851
Lakeside Advisors
Washington
– -$327K -3,050 Closed
IIA
852
IPG Investment Advisors
California
– -$324K -3,025 Closed
DAS
853
Dynamic Advisor Solutions
Arizona
– -$323K -3,015 Closed
CCG
854
Ceeto Capital Group
Florida
– -$321K -3,000 Closed
CAM
855
Cubic Asset Management
Massachusetts
– -$321K -3,000 Closed
AP
856
Adero Partners
California
– -$318K -2,973 Closed
NAMA
857
Nikko Asset Management Americas
New York
– -$318K -2,956 Closed
9WM
858
9258 Wealth Management
Ohio
– -$315K -2,936 Closed
LNC
859
Lincoln National Corp
Pennsylvania
– -$315K -2,935 Closed
CHP
860
Cable Hill Partners
Oregon
– -$313K -2,918 Closed
JWCA
861
J.W. Cole Advisors
Florida
– -$310K -2,893 Closed
SMH
862
Sanders Morris Harris
Texas
– -$306K -2,864 Closed
ARG
863
Advisory Resource Group
Oklahoma
– -$306K -2,858 Closed
ACS
864
Archford Capital Strategies
Illinois
– -$306K -2,849 Closed
KCM
865
KRS Capital Management
Michigan
– -$305K -2,848 Closed
ORC
866
O'Rourke & Company
Massachusetts
– -$304K -2,834 Closed
BCM
867
Bayesian Capital Management
New York
– -$300K -2,800 Closed
CU
868
CQS (US)
New York
– -$300K -2,797 Closed
PGFC
869
Peapack-Gladstone Financial Corp
New Jersey
– -$299K -2,792 Closed
SW
870
SteelPeak Wealth
California
– -$295K -2,754 Closed
CCP
871
Corient Capital Partners
California
– -$292K -2,730 Closed
DA
872
Doliver Advisors
Texas
– -$292K -2,730 Closed
CIAS
873
Capital Investment Advisory Services
North Carolina
– -$292K -2,728 Closed
MIC
874
Means Investment Company
Maine
– -$289K -2,701 Closed
FRA
875
Frank Rimerman Advisors
California
– -$289K -2,694 Closed
33 34
35
36 37