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Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
676
Badgley Phelps Wealth Managers
Washington
– -$228K -2,722 Closed
RWM
677
Ritholtz Wealth Management
New York
– -$219K -2,615 Closed
PCIG
678
Partners Capital Investment Group
Massachusetts
– -$219K -2,613 Closed
WANY
679
Wealthspire Advisors (New York)
New York
– -$215K -2,572 Closed
VCA
680
Verdence Capital Advisors
Maryland
– -$214K -2,553 Closed
SIA
681
Soltis Investment Advisors
Utah
– -$212K -2,528 Closed
CFO
682
Callan Family Office
Pennsylvania
– -$212K -2,526 Closed
OFG
683
OmniStar Financial Group
North Carolina
– -$210K -2,511 Closed
OL
684
Optas LLC
Texas
– -$210K -2,505 Closed
RC
685
RBF Capital
California
– -$209K -2,500 Closed
FWP
686
Family Wealth Partners
North Carolina
– -$209K -2,497 Closed
SWP
687
Sagespring Wealth Partners
Tennessee
– -$206K -2,465 Closed
CCM
688
Cohen Capital Management
California
– -$204K -2,434 Closed
SCM
689
Stonebridge Capital Management
California
– -$201K -2,400 Closed
RFP
690
Root Financial Partners
California
– -$130K -1,557 Closed
CWMS
691
CFG Wealth Management Services
Indiana
– -$70.9K -847 Closed
SC
692
Steph & Co
Wisconsin
– -$56.5K -675 Closed
WPA
693
Wealth Preservation Advisors
Tennessee
– -$30.4K -363 Closed
VSQM
694
V-Square Quantitative Management
Illinois
– -$20.8K -248 Closed
IAAG
695
Innovative Asset Advisors Group
Connecticut
– -$19.8K -236 Closed
TF
696
Tompkins Financial
New York
– -$18.8K -225 Closed
AA
697
Addison Advisors
Vermont
– -$12.6K -150 Closed
TPWA
698
Twin Peaks Wealth Advisors
California
– -$12.6K -150 Closed
RIAS
699
Rachor Investment Advisory Services
Michigan
– -$4.52K -54 Closed
CAL
700
Capital Analysts LLC
Pennsylvania
– -$4K -45 Closed
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