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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1676
Accredited Investors
Minnesota
– -$154K -10,857 Closed
CIC
1677
Chilton Investment Company
Connecticut
– -$144K -10,200 Closed
SLWA
1678
San Luis Wealth Advisors
California
– -$144K -10,178 Closed
UAS
1679
United Asset Strategies
New York
– -$142K -10,009 Closed
WPW
1680
Waldron Private Wealth
Pennsylvania
– -$141K -10,007 Closed
GC
1681
Gratus Capital
Georgia
– -$142K -10,001 Closed
CI
1682
CX Institutional
Indiana
– -$129K -9,118 Closed
SOW
1683
State of Wyoming
Wyoming
– -$114K -8,080 Closed
PWA
1684
Phoenix Wealth Advisors
North Carolina
– -$108K -7,612 Closed
DOA
1685
D'Orazio & Associates
Virginia
– -$106K -7,462 Closed
LWM
1686
Liberty Wealth Management
California
– -$94K -6,620 Closed
SFP
1687
Sterling Financial Planning
New Jersey
– -$83K -5,860 Closed
RE
1688
RBC Europe
United Kingdom
– -$71.5K -5,048 Closed
AAP
1689
Ardsley Advisory Partners
Connecticut
– -$71K -5,000 Closed
JPLA
1690
Joseph P. Lucia & Associates
New York
– -$69K -4,875 Closed
SMFG
1691
Sumitomo Mitsui Financial Group
Japan
– -$68K -4,783 Closed
PCM
1692
Pinz Capital Management
New York
– -$61K -4,300 Closed
KIG
1693
Kowal Investment Group
Wisconsin
– -$52K -3,659 Closed
DWP
1694
Destiny Wealth Partners
Florida
– -$48K -3,389 Closed
RIA
1695
RPG Investment Advisory
California
– -$42K -2,991 Closed
WLPWM
1696
Walled Lake Planning & Wealth Management
Illinois
– -$38K -2,700 Closed
RCA
1697
Ranch Capital Advisors
Florida
– -$29K -2,065 Closed
PPW
1698
Pasadena Private Wealth
California
– -$27K -1,899 Closed
CPC
1699
Consolidated Planning Corp
Georgia
– -$16K -1,121 Closed
EWA
1700
Evolution Wealth Advisors
Florida
– -$15K -1,042 Closed
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