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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
351
Baldwin Wealth Partners
Massachusetts
$5K +$5.92K +37 New
WPA
352
West Paces Advisors
Georgia
$4.9K – – –
LWM
353
Liberty Wealth Management
California
$4K – – –
CAN
354
Claraphi Advisory Network
United States
$4K +$4.16K +26 New
PCTC
355
Perkins Coie Trust Company
Washington
$4K +$5.28K +33 New
CT
356
Caldwell Trust
Florida
$3.54K – – –
AF
357
Allworth Financial
California
$3K – – –
BAM
358
Bellevue Asset Management
Washington
$3K +$2.72K +17 New
KFI
359
Key Financial Inc
Pennsylvania
$3K +$3.04K +19 New
LSA
360
Lion Street Advisors
Texas
$3K +$3.52K +22 New
PMFA
361
Plante Moran Financial Advisors
Michigan
$3K +$3.52K +22 New
CFFP
362
Center for Financial Planning
Michigan
$2K – – –
TFGT
363
TS Financial Group (TSFG)
Illinois
$2K – – –
JCM
364
Jacobi Capital Management
Pennsylvania
$2K +$1.92K +12 New
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2.88K +18 New
IFAM
366
Institutional & Family Asset Management
Colorado
$1K – – –
PWMG
367
Prestige Wealth Management Group
New Jersey
$1K +$1.76K +11 New
QIM
368
Quantitative Investment Management
Virginia
– -$4.54M -26,352 Closed
SOMRS
369
State of Michigan Retirement System
Michigan
– -$4.52M -26,270 Closed
WCM
370
Weld Capital Management
New York
– -$2.65M -15,358 Closed
ARTA
371
A.R.T. Advisors
New York
– -$1.92M -11,133 Closed
PL
372
Polianta Ltd
Jersey
– -$1.22M -7,100 Closed
HKIM
373
Hayek Kallen Investment Management
Alabama
– -$1.15M -6,655 Closed
VIA
374
Vident Investment Advisory
Georgia
– -$793K -4,604 Closed
HCA
375
Harbour Capital Advisors
Virginia
– -$653K -3,790 Closed
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