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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1901
Seven Mile Advisory
New Jersey
– -$222K -3,304 Closed
PHAM
1902
Palisades Hudson Asset Management
Florida
– -$221K -3,290 Closed
BWM
1903
BankPlus Wealth Management
Mississippi
– -$220K -3,286 Closed
AI
1904
Accredited Investors
Minnesota
– -$220K -3,281 Closed
PFP
1905
Paragon Financial Partners
California
– -$219K -3,268 Closed
PCS
1906
Personal CFO Solutions
New Jersey
– -$218K -3,258 Closed
YLHM
1907
Yelin Lapidot Holdings Management
Israel
– -$218K -3,250 Closed
OL
1908
one8zero8 LLC
North Carolina
– -$217K -3,243 Closed
OC
1909
Oarsman Capital
Wisconsin
– -$217K -3,233 Closed
WWC
1910
Waypoint Wealth Counsel
Georgia
– -$216K -3,223 Closed
WFI
1911
West Family Investments
California
– -$216K -3,221 Closed
GM
1912
GeoWealth Management
Illinois
– -$216K -3,214 Closed
SWA
1913
SFMG Wealth Advisors
Texas
– -$215K -3,203 Closed
NCM
1914
NCM Capital Management
New Jersey
– -$215K -3,199 Closed
WF
1915
Welch & Forbes
Massachusetts
– -$214K -3,190 Closed
BWA
1916
Bestgate Wealth Advisors
Maryland
– -$213K -3,170 Closed
MW
1917
Marks Wealth
Maryland
– -$211K -3,140 Closed
RCG
1918
Regatta Capital Group
California
– -$211K -3,140 Closed
TC
1919
TAGStone Capital
North Carolina
– -$211K -3,140 Closed
SFA
1920
Souders Financial Advisors
Ohio
– -$209K -3,111 Closed
WJWM
1921
Williams Jones Wealth Management
New York
– -$208K -3,100 Closed
6F
1922
626 Financial
Michigan
– -$207K -3,092 Closed
CAS
1923
Coppell Advisory Solutions
Texas
– -$215K -3,080 Closed
ASBI
1924
American State Bank (Iowa)
Iowa
– -$206K -3,075 Closed
ACM
1925
AUA Capital Management
Pennsylvania
– -$206K -3,068 Closed
75 76
77
78 79