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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1901
CTC Alternative Strategies
Illinois
– -$223K -3,000 Closed
WBG
1902
Wharton Business Group
Pennsylvania
– -$221K -2,975 Closed
SVWAG
1903
Sound View Wealth Advisors Group
Georgia
– -$220K -2,964 Closed
JSSH
1904
J. Safra Sarasin Holding
– -$220K -2,962 Closed
TC
1905
Trilogy Capital
California
– -$219K -2,949 Closed
BL
1906
Balentine LLC
Georgia
– -$219K -2,945 Closed
SAG
1907
SageView Advisory Group
California
– -$230K -2,935 Closed
TFCP
1908
Twin Focus Capital Partners
Massachusetts
– -$217K -2,925 Closed
IIA
1909
IPG Investment Advisors
California
– -$217K -2,920 Closed
LA
1910
LexAurum Advisors
Kansas
– -$216K -2,903 Closed
RSWM
1911
Robertson Stephens Wealth Management
California
– -$216K -2,901 Closed
OPW
1912
Osprey Private Wealth
New York
– -$222K -2,900 Closed
BB
1913
Berkshire Bank
Massachusetts
– -$215K -2,894 Closed
SLWA
1914
San Luis Wealth Advisors
California
– -$201K -2,891 Closed
MAWA
1915
Moss Adams Wealth Advisors
Washington
– -$214K -2,885 Closed
BIM
1916
Bridges Investment Management
Nebraska
– -$214K -2,882 Closed
OWM
1917
OneAscent Wealth Management
Alabama
– -$213K -2,863 Closed
NJIM
1918
Nabity-Jensen Investment Management
Nebraska
– -$212K -2,852 Closed
PCMC
1919
Paragon Capital Management (Colorado)
Colorado
– -$212K -2,850 Closed
MFS
1920
Madrona Financial Services
Washington
– -$211K -2,836 Closed
WCM
1921
Weaver Capital Management
Georgia
– -$210K -2,829 Closed
OWA
1922
Octavia Wealth Advisors
Ohio
– -$210K -2,827 Closed
WFA
1923
Wellspring Financial Advisors
Ohio
– -$210K -2,825 Closed
MSFS
1924
Main Street Financial Solutions
Pennsylvania
– -$210K -2,820 Closed
T
1925
TrueFG
Texas
– -$206K -2,777 Closed
75 76
77
78 79