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FVRR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPA
401
First Pacific Advisors
California
– -$80K -440 Closed
BWP
402
Baldwin Wealth Partners
Massachusetts
– -$55K -300 Closed
AssetMark Inc
403
AssetMark Inc
California
– -$34K -185 Closed
IBOK
404
Independence Bank of Kentucky
Kentucky
– -$29K -159 Closed
MA
405
Montag & Associates
Georgia
– -$27K -150 Closed
SWA
406
SOA Wealth Advisors
New York
– -$19.5K -125 Closed
GKWIM
407
Gerber Kawasaki Wealth & Investment Management
California
– -$21K -116 Closed
Bessemer Group
408
Bessemer Group
New Jersey
– -$19K -105 Closed
BC
409
Bartlett & Co
Ohio
– -$18K -100 Closed
BCWM
410
Bartlett & Co Wealth Management
Ohio
– -$18.3K -100 Closed
FWM
411
Focused Wealth Management
New York
– -$18K -100 Closed
ADL
412
Asset Dedication LLC
California
– -$17K -95 Closed
BDWM
413
Brewin Dolphin Wealth Management
Ireland
– -$16.4K -90 Closed
GRP
414
Global Retirement Partners
California
– -$16K -89 Closed
RFWA
415
RPg Family Wealth Advisory
Massachusetts
– -$13.7K -75 Closed
LC
416
Lindbrook Capital
California
– -$11K -60 Closed
EWA
417
Evolution Wealth Advisors
Florida
– -$9K -50 Closed
JCM
418
Jacobi Capital Management
Pennsylvania
– -$9K -50 Closed
PCG
419
Private Capital Group
Connecticut
– -$8K -42 Closed
PSB
420
Piscataqua Savings Bank
New Hampshire
– -$7K -40 Closed
TFM
421
TFC Financial Management
Massachusetts
– -$7K -39 Closed
JPLA
422
Joseph P. Lucia & Associates
New York
– -$5K -29 Closed
WAS
423
Winch Advisory Services
Wisconsin
– -$4K -24 Closed
KA
424
Kozak & Associates
Colorado
– -$3K -18 Closed
RIA
425
RPG Investment Advisory
California
– -$3K -15 Closed
14 15 16
17
18