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Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
1801
OLIO Financial Planning
Virginia
– -$135K -10,886 Closed
AIA
1802
Arrow Investment Advisors
Maryland
– -$133K -10,744 Closed
GWM
1803
Gray Wealth Management
Maine
– -$133K -10,709 Closed
EC
1804
EdgeRock Capital
Colorado
– -$133K -10,676 Closed
CFG
1805
Cooper Financial Group
California
– -$133K -10,671 Closed
SWP
1806
Strategic Wealth Partners
Ohio
– -$133K -10,671 Closed
PWLP
1807
Prio Wealth Limited Partnership
Massachusetts
– -$131K -10,545 Closed
WFA
1808
WestHill Financial Advisors
California
– -$130K -10,450 Closed
MWP
1809
Meridian Wealth Partners
Pennsylvania
– -$130K -10,446 Closed
NFA
1810
Northern Financial Advisors
Michigan
– -$129K -10,426 Closed
NG
1811
Norden Group
Utah
– -$129K -10,374 Closed
GWANC
1812
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$129K -10,356 Closed
NIM
1813
Northeast Investment Management
Massachusetts
– -$128K -10,286 Closed
AWA
1814
Alta Wealth Advisors
Massachusetts
– -$126K -10,182 Closed
DIA
1815
Davidson Investment Advisors
Montana
– -$126K -10,150 Closed
CC
1816
Chicago Capital
Illinois
– -$126K -10,116 Closed
SWP
1817
Semus Wealth Partners
Florida
– -$126K -10,111 Closed
GHAM
1818
Gilman Hill Asset Management
Connecticut
– -$125K -10,070 Closed
TCM
1819
Triumph Capital Management
Colorado
– -$125K -10,027 Closed
IUHSA
1820
Itau Unibanco Holding S.A.
Brazil
– -$78.4K -6,311 Closed
MS
1821
Mizuho Securities
Japan
– -$59.4K -4,780 Closed
BCM
1822
BluePath Capital Management
Georgia
– -$57.1K -4,595 Closed
AWA
1823
Authentikos Wealth Advisory
California
– -$56.5K -4,550 Closed
RTC
1824
Riverview Trust Company
Washington
– -$47.7K -3,842 Closed
VLKIM
1825
Van Lanschot Kempen Investment Management
Netherlands
– -$47.4K -3,815 Closed
71 72
73
74 75