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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2226
Capital Performance Advisors
California
– -$298K -627 Closed
AA
2227
Auxano Advisors
Washington
– -$287K -604 Closed
MMA
2228
Mizuho Markets Americas
New York
– -$284K -598 Closed
LFG
2229
Lockerman Financial Group
California
– -$284K -597 Closed
GLR
2230
Great Lakes Retirement
Ohio
– -$281K -591 Closed
AWA
2231
Acorn Wealth Advisors
Michigan
– -$278K -586 Closed
AA
2232
Argent Advisors
Louisiana
– -$273K -574 Closed
DCM
2233
Donaldson Capital Management
Indiana
– -$272K -572 Closed
OFW
2234
Omnia Family Wealth
Florida
– -$267K -563 Closed
FFA
2235
Fragasso Financial Advisors
Pennsylvania
– -$262K -561 Closed
PAG
2236
Private Advisory Group
Washington
– -$266K -561 Closed
SL
2237
Sentinus LLC
Illinois
– -$266K -561 Closed
TP
2238
Tranquility Partners
Tennessee
– -$263K -554 Closed
SFB
2239
STAR Financial Bank
Indiana
– -$262K -552 Closed
ACC
2240
Acorn Creek Capital
Colorado
– -$258K -542 Closed
WIM
2241
Warwick Investment Management
Texas
– -$256K -540 Closed
CWA
2242
Consilio Wealth Advisors
Washington
– -$254K -534 Closed
CWA
2243
Canvas Wealth Advisors
Kansas
– -$246K -528 Closed
KCP
2244
Kera Capital Partners
California
– -$251K -528 Closed
PVI
2245
Pine Valley Investments
New Jersey
– -$251K -528 Closed
SEIA
2246
Signature Estate & Investment Advisors
California
– -$250K -527 Closed
4WM
2247
49 Wealth Management
Texas
– -$249K -524 Closed
EL
2248
EWA LLC
Pennsylvania
– -$246K -518 Closed
ABWM
2249
Alpine Bank Wealth Management
Colorado
– -$245K -515 Closed
LWM
2250
LeConte Wealth Management
Tennessee
– -$245K -515 Closed
88 89
90
91 92