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ENI
E

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
376
Kingsview Wealth Management
Oregon
– -$212K -3,741 Closed
APM
377
a16z Perennial Management
California
– -$210K -3,701 Closed
CPA
378
Capital Performance Advisors
California
– -$204K -3,606 Closed
EWM
379
Empirical Wealth Management
Washington
– -$203K -3,585 Closed
FCP
380
Fidelis Capital Partners
Florida
– -$202K -3,576 Closed
EL
381
EWA LLC
Pennsylvania
– -$202K -3,573 Closed
ASN
382
Advisory Services Network
Georgia
– -$93.7K -1,656 Closed
TPWA
383
Twin Peaks Wealth Advisors
California
– -$58.3K -1,029 Closed
IWS
384
Intentional Wealth Strategies
Colorado
– -$45.2K -799 Closed
DWP
385
Destiny Wealth Partners
Florida
– -$16.5K -291 Closed
MCM
386
MAI Capital Management
Ohio
– -$15.6K -276 Closed
RFP
387
Root Financial Partners
California
– -$14.7K -259 Closed
DF
388
Dunhill Financial
United Kingdom
– -$14.2K -250 Closed
SIS
389
Sound Income Strategies
Florida
– -$13.6K -247 Closed
KFP
390
Kerr Financial Planning
California
– -$11K -201 Closed
AF
391
Advisornet Financial
Minnesota
– -$6.23K -110 Closed
DF
392
DecisionPoint Financial
Arizona
– -$3.79K -67 Closed
BW
393
Bravera Wealth
North Dakota
– -$3.68K -65 Closed
IAAG
394
Innovative Asset Advisors Group
Connecticut
– -$3.66K -64 Closed
KCM
395
Key Capital Management
Tennessee
– -$3.28K -58 Closed
FFA
396
Frazier Financial Advisors
Ohio
– -$3.17K -56 Closed
MWC
397
MBM Wealth Consultants
Missouri
– -$2.66K -47 Closed
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