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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2551
Heartwood Wealth Advisors
Virginia
– -$89K -2,652 Closed
SP
2552
Saranac Partners
– -$80.5K -2,385 Closed
HFS
2553
Hopwood Financial Services
Virginia
– -$62.4K -1,860 Closed
RFA
2554
Reyes Financial Architecture
California
– -$49.8K -1,484 Closed
MSG
2555
Main Street Group
Virginia
– -$42.5K -1,267 Closed
UOTTAIMCU
2556
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$36.8K -1,096 Closed
SFCL
2557
Strengthening Families & Communities LLC
Massachusetts
– -$32.5K -1,041 Closed
CTC
2558
Corundum Trust Company
South Dakota
– -$29.3K -872 Closed
CWM
2559
Crowley Wealth Management
Delaware
– -$26.3K -785 Closed
JWM
2560
JPL Wealth Management
Colorado
– -$24.4K -727 Closed
TIM
2561
Tortoise Investment Management
New York
– -$22.5K -669 Closed
SAS
2562
Spurstone Advisory Services
Connecticut
– -$18K -536 Closed
GFWA
2563
Grey Fox Wealth Advisors
Delaware
– -$17.9K -533 Closed
CCM
2564
Cloud Capital Management
Washington
– -$12K -395 Closed
SWP
2565
SIMA Wealth Partners
Virginia
– -$9.19K -274 Closed
FLP
2566
Financial Life Planners
Arizona
– -$8.68K -259 Closed
UBP
2567
Union Bancaire Privee
Switzerland
– -$9.2K -259 Closed
AAG
2568
Accordant Advisory Group
Maryland
– -$6.71K -200 Closed
KHC
2569
Koesten Hirschmann & Crabtree
Kansas
– -$6.71K -200 Closed
TCA
2570
Trifecta Capital Advisors
Illinois
– -$6.64K -198 Closed
HHGA
2571
Halbert Hargrove Global Advisors
California
– -$6.58K -196 Closed
SIP
2572
Sellwood Investment Partners
Oregon
– -$5.07K -151 Closed
MAM
2573
MMA Asset Management
Pennsylvania
– -$3.96K -118 Closed
PPA
2574
Painted Porch Advisors
California
– -$3.35K -100 Closed
TCM
2575
TruNorth Capital Management
Michigan
– -$3.02K -90 Closed
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