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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
851
Independent Advisor Alliance
North Carolina
– -$562K -7,429 Closed
CAM
852
Carret Asset Management
New York
– -$555K -7,335 Closed
BB
853
Busey Bank
Illinois
– -$532K -7,030 Closed
UB
854
UMB Bank
Missouri
– -$527K -6,971 Closed
JWCA
855
J.W. Cole Advisors
Florida
– -$525K -6,943 Closed
QCIG
856
Quad-Cities Investment Group
Iowa
– -$523K -6,908 Closed
WAAG
857
Wealth Alliance Advisory Group
Kansas
– -$514K -6,794 Closed
SWM
858
Segment Wealth Management
Texas
– -$510K -6,745 Closed
OCM
859
Orser Capital Management
Texas
– -$508K -6,732 Closed
IC
860
InterOcean Capital
Illinois
– -$508K -6,715 Closed
LWM
861
Loveless Wealth Management
Montana
– -$514K -6,713 Closed
VWM
862
Venturi Wealth Management
Texas
– -$507K -6,705 Closed
PGH
863
Partners Group Holding
Switzerland
– -$507K -6,700 Closed
FWP
864
FAS Wealth Partners
Kansas
– -$492K -6,503 Closed
CW
865
CreativeOne Wealth
Kansas
– -$487K -6,432 Closed
MME
866
Meag Munich Ergo
Germany
– -$484K -6,413 Closed
MHIC
867
Marble Harbor Investment Counsel
Massachusetts
– -$484K -6,400 Closed
PV
868
Private Vista
Illinois
– -$479K -6,328 Closed
LFAS
869
Level Four Advisory Services
Texas
– -$476K -6,298 Closed
LPT
870
Legacy Private Trust
Wisconsin
– -$473K -6,251 Closed
LNC
871
Lincoln National Corp
Pennsylvania
– -$472K -6,238 Closed
BHTS
872
Bar Harbor Trust Services
Maine
– -$470K -6,215 Closed
WMA
873
Wealth Management Associates
New Jersey
– -$460K -6,080 Closed
GPWA
874
Great Point Wealth Advisors
Massachusetts
– -$458K -6,055 Closed
LWAC
875
Laurel Wealth Advisors (California)
California
– -$458K -6,046 Closed
33 34
35
36 37