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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1601
McDaniel Terry & Co
Texas
– -$297K -912 Closed
DBT
1602
Dubuque Bank & Trust
Iowa
– -$296K -908 Closed
CWP
1603
Curated Wealth Partners
California
– -$295K -905 Closed
BAM
1604
Blueshift Asset Management
New Jersey
– -$294K -902 Closed
WB
1605
Webster Bank
Connecticut
– -$294K -900 Closed
CAG
1606
Crestwood Advisors Group
Massachusetts
– -$288K -882 Closed
ST
1607
Sabal Trust
Florida
– -$285K -873 Closed
IFU
1608
iSAM Funds (UK)
United Kingdom
– -$281K -862 Closed
MCC
1609
Money Concepts Capital
Florida
– -$276K -846 Closed
SIM
1610
SSI Investment Management
California
– -$269K -826 Closed
MBT
1611
Montecito Bank & Trust
California
– -$266K -816 Closed
SIGI
1612
Susquehanna International Group (Ireland)
Ireland
– -$259K -795 Closed
RIA
1613
Realta Investment Advisors
Delaware
– -$254K -778 Closed
CAMG
1614
CWA Asset Management Group
Florida
– -$250K -766 Closed
SDJVC
1615
St. Denis J. Villere & Co
Louisiana
– -$248K -762 Closed
WG
1616
Winton Group
United Kingdom
– -$243K -744 Closed
BBP
1617
Banco BTG Pactual
Brazil
– -$228K -700 Closed
NHT
1618
New Hampshire Trust
New Hampshire
– -$228K -700 Closed
HT
1619
HighTower Trust
Texas
– -$223K -684 Closed
OFS
1620
OneAscent Financial Services
Alabama
– -$220K -674 Closed
SPP
1621
Single Point Partners
Massachusetts
– -$219K -670 Closed
Edgewood Management
1622
Edgewood Management
Connecticut
– -$217K -666 Closed
TSA
1623
Tri-Star Advisors
Texas
– -$217K -657 Closed
MIA
1624
MainStreet Investment Advisors
Illinois
– -$213K -654 Closed
AWA
1625
Arkadios Wealth Advisors
Georgia
– -$210K -643 Closed
63 64
65
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