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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1801
Warther Private Wealth
Ohio
– -$449K -12,010 Closed
BFA
1802
Beaumont Financial Advisors
Massachusetts
– -$446K -11,900 Closed
CAC
1803
Certified Advisory Corp
Florida
– -$441K -11,760 Closed
RWB
1804
RMR Wealth Builders
New Jersey
– -$438K -11,710 Closed
CRC
1805
Curi RMB Capital
Illinois
– -$438K -11,680 Closed
TP
1806
Tranquility Partners
Tennessee
– -$436K -11,640 Closed
CSA
1807
Cottage Street Advisors
Massachusetts
– -$435K -11,600 Closed
MCA
1808
Millennium Capital Advisors
Arkansas
– -$435K -11,600 Closed
BG
1809
Benedetti & Gucer
Georgia
– -$434K -11,590 Closed
GCP
1810
GSA Capital Partners
United Kingdom
– -$433K -11,570 Closed
EFSCE
1811
Enterprise Financial Services Corp (EFSC)
Missouri
– -$431K -11,510 Closed
RRA
1812
Round Rock Advisors
Connecticut
– -$423K -11,290 Closed
RPWA
1813
Regent Peak Wealth Advisors
Georgia
– -$423K -11,280 Closed
MFA
1814
Mayflower Financial Advisors
Massachusetts
– -$422K -11,270 Closed
NCM
1815
Neumann Capital Management
California
– -$417K -11,130 Closed
TW
1816
Transform Wealth
Colorado
– -$413K -11,010 Closed
AWAG
1817
ARS Wealth Advisors Group
Florida
– -$412K -11,000 Closed
FMC
1818
First Merchants Corp
Indiana
– -$412K -11,000 Closed
PHIC
1819
Pine Haven Investment Counsel
Massachusetts
– -$406K -10,850 Closed
WDC
1820
Woodward Diversified Capital
California
– -$406K -10,830 Closed
AP
1821
Americana Partners
Texas
– -$390K -10,790 Closed
IHL
1822
Investment House LLC
California
– -$403K -10,760 Closed
KLCM
1823
KG&L Capital Management
Louisiana
– -$400K -10,670 Closed
ANTB
1824
AMG National Trust Bank
Colorado
– -$397K -10,600 Closed
TWM
1825
Trevian Wealth Management
Massachusetts
– -$397K -10,600 Closed
71 72
73
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