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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2426
Clarendon Private
Massachusetts
– -$285K -1,861 Closed
FF
2427
Farrell Financial
New York
– -$285K -1,860 Closed
IHL
2428
Investment House LLC
California
– -$282K -1,840 Closed
WPW
2429
Watershed Private Wealth
Illinois
– -$278K -1,815 Closed
SFS
2430
Sharp Financial Services
Pennsylvania
– -$277K -1,810 Closed
DOA
2431
D'Orazio & Associates
Virginia
– -$277K -1,805 Closed
JSC
2432
Jackson Square Capital
California
– -$277K -1,805 Closed
SFP
2433
Sandbox Financial Partners
Maryland
– -$276K -1,804 Closed
B
2434
Bellecapital
Switzerland
– -$276K -1,800 Closed
MSA
2435
Marino Stram & Associates
Massachusetts
– -$276K -1,800 Closed
WHG
2436
Westwood Holdings Group
Texas
– -$273K -1,785 Closed
CG
2437
CFO4Life Group
Texas
– -$273K -1,784 Closed
TWM
2438
Thrive Wealth Management
Pennsylvania
– -$272K -1,774 Closed
GDP
2439
Great Diamond Partners
Maine
– -$272K -1,773 Closed
SC
2440
Summa Corp
Texas
– -$267K -1,745 Closed
AFA
2441
AA Financial Advisors
Ohio
– -$265K -1,731 Closed
NPA
2442
Nichols & Pratt Advisers
Massachusetts
– -$265K -1,730 Closed
OL
2443
one8zero8 LLC
North Carolina
– -$264K -1,725 Closed
EIA
2444
Edgemoor Investment Advisors
Maryland
– -$263K -1,717 Closed
E
2445
Evansbrook
Illinois
– -$260K -1,695 Closed
HP
2446
Holistic Planning
Texas
– -$260K -1,695 Closed
NCM
2447
Northside Capital Management
Oregon
– -$259K -1,690 Closed
MWM
2448
Modera Wealth Management
New Jersey
– -$258K -1,686 Closed
CHA
2449
Cooper/Haims Advisors
New York
– -$258K -1,685 Closed
BBES
2450
Buffalo Business & Estate Services
New York
– -$255K -1,665 Closed
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