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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1901
Sound View Wealth Advisors Group
Georgia
– -$220K -2,964 Closed
JSSH
1902
J. Safra Sarasin Holding
– -$220K -2,962 Closed
TC
1903
Trilogy Capital
California
– -$219K -2,949 Closed
BL
1904
Balentine LLC
Georgia
– -$219K -2,945 Closed
SAG
1905
SageView Advisory Group
California
– -$230K -2,935 Closed
TFCP
1906
Twin Focus Capital Partners
Massachusetts
– -$217K -2,925 Closed
IIA
1907
IPG Investment Advisors
California
– -$217K -2,920 Closed
LA
1908
LexAurum Advisors
Kansas
– -$216K -2,903 Closed
RSWM
1909
Robertson Stephens Wealth Management
California
– -$216K -2,901 Closed
OPW
1910
Osprey Private Wealth
New York
– -$222K -2,900 Closed
BB
1911
Berkshire Bank
Massachusetts
– -$215K -2,894 Closed
SLWA
1912
San Luis Wealth Advisors
California
– -$201K -2,891 Closed
MAWA
1913
Moss Adams Wealth Advisors
Washington
– -$214K -2,885 Closed
BIM
1914
Bridges Investment Management
Nebraska
– -$214K -2,882 Closed
OWM
1915
OneAscent Wealth Management
Alabama
– -$213K -2,863 Closed
NJIM
1916
Nabity-Jensen Investment Management
Nebraska
– -$212K -2,852 Closed
PCMC
1917
Paragon Capital Management (Colorado)
Colorado
– -$212K -2,850 Closed
MFS
1918
Madrona Financial Services
Washington
– -$211K -2,836 Closed
WCM
1919
Weaver Capital Management
Georgia
– -$210K -2,829 Closed
OWA
1920
Octavia Wealth Advisors
Ohio
– -$210K -2,827 Closed
WFA
1921
Wellspring Financial Advisors
Ohio
– -$210K -2,825 Closed
MSFS
1922
Main Street Financial Solutions
Pennsylvania
– -$210K -2,820 Closed
T
1923
TrueFG
Texas
– -$206K -2,777 Closed
CFA
1924
CWS Financial Advisors
Michigan
– -$205K -2,757 Closed
MCWA
1925
Meadow Creek Wealth Advisors
Georgia
– -$205K -2,753 Closed
75 76
77
78 79