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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
II
1201
Impact Investors
California
– -$213K -727 Closed
ACG
1202
Allen Capital Group
Nebraska
– -$212K -722 Closed
AL
1203
Aspiriant LLC
California
– -$210K -717 Closed
RG
1204
Renaissance Group
Kentucky
– -$206K -702 Closed
BPWM
1205
Badgley Phelps Wealth Managers
Washington
– -$205K -697 Closed
BHPW
1206
Beverly Hills Private Wealth
California
– -$203K -691 Closed
CF
1207
Centaurus Financial
California
– -$177K -602 Closed
PFG
1208
Putney Financial Group
California
– -$104K -353 Closed
IIM
1209
Intact Investment Management
Quebec, Canada
– -$88K -300 Closed
PCTC
1210
Perkins Coie Trust Company
Washington
– -$64K -218 Closed
PWM
1211
Puff Wealth Management
New Jersey
– -$52.3K -178 Closed
OWA
1212
Opal Wealth Advisors
New York
– -$36.1K -123 Closed
NC
1213
NewSquare Capital
Pennsylvania
– -$31.1K -106 Closed
LWCFA
1214
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$29.3K -100 Closed
MS
1215
Marshall & Sullivan
Washington
– -$24.6K -84 Closed
KGP
1216
Keystone Global Partners
Colorado
– -$23.2K -79 Closed
BFP
1217
Briaud Financial Planning
Texas
– -$18K -64 Closed
BCMLT
1218
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$14.2K -48 Closed
TPWA
1219
Twin Peaks Wealth Advisors
California
– -$11.6K -41 Closed
PSFG
1220
Park Square Financial Group
Georgia
– -$11.7K -40 Closed
AP
1221
Atwood & Palmer
Missouri
– -$11.4K -39 Closed
SC
1222
Solstein Capital
California
– -$9.68K -33 Closed
HWA
1223
HHM Wealth Advisors
Tennessee
– -$7.92K -27 Closed
SVCP
1224
Silicon Valley Capital Partners
California
– -$5.34K -18 Closed
IMC
1225
Investment Management Corporation
Virginia
– -$4.4K -15 Closed
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