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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1901
Accredited Investors
Minnesota
– -$328K -8,750 Closed
CHP
1902
Cable Hill Partners
Oregon
– -$327K -8,740 Closed
OL
1903
Optas LLC
Texas
– -$327K -8,720 Closed
RWP
1904
RWA Wealth Partners
Massachusetts
– -$326K -8,710 Closed
DJYG
1905
David J. Yvars Group
Florida
– -$325K -8,670 Closed
AP
1906
Adero Partners
California
– -$324K -8,640 Closed
CAN
1907
Claraphi Advisory Network
United States
– -$324K -8,640 Closed
HFS
1908
Howard Financial Services
Texas
– -$323K -8,620 Closed
FHC
1909
First Heartland Consultants
Missouri
– -$322K -8,610 Closed
LOAMU
1910
Lombard Odier Asset Management (USA)
New York
– -$322K -8,590 Closed
CSIC
1911
Clifford Swan Investment Counsel
California
– -$321K -8,580 Closed
TPA
1912
Trivium Point Advisory
Connecticut
– -$315K -8,560 Closed
FANJ
1913
Financial Architects (New Jersey)
New Jersey
– -$319K -8,520 Closed
CAIMH
1914
Central Asset Investments & Management Holdings
Hong Kong
– -$318K -8,500 Closed
RWA
1915
River Wealth Advisors
Pennsylvania
– -$318K -8,480 Closed
PPW
1916
Pinnacle Private Wealth
Massachusetts
– -$317K -8,460 Closed
ZIM
1917
Zacks Investment Management
Illinois
– -$316K -8,440 Closed
BOH
1918
Bank of Hawaii
Hawaii
– -$316K -8,430 Closed
FNBOH
1919
First National Bank of Hutchinson
Kansas
– -$313K -8,380 Closed
PIMG
1920
Patriot Investment Management Group
Tennessee
– -$314K -8,380 Closed
MWM
1921
Minot Wealth Management
Massachusetts
– -$312K -8,320 Closed
CPW
1922
Catalyst Private Wealth
California
– -$310K -8,280 Closed
LFG
1923
Lazard Frères Gestion
France
– -$315K -8,280 Closed
JC
1924
Jacobs & Co
California
– -$309K -8,260 Closed
HWM
1925
Howard Wealth Management
Connecticut
– -$308K -8,230 Closed
75 76
77
78 79