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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1926
Avory & Company
Florida
– -$202K -3,017 Closed
PAS
1927
Parsonex Advisory Services
Colorado
– -$202K -3,017 Closed
EA
1928
Everpar Advisors
Oklahoma
– -$202K -3,010 Closed
TAM
1929
Trillium Asset Management
Massachusetts
– -$201K -2,998 Closed
FNBT
1930
FineMark National Bank & Trust
Florida
– -$200K -2,989 Closed
WAL
1931
W Advisors LLC
Tennessee
– -$200K -2,984 Closed
PAM
1932
Palisade Asset Management
Minnesota
– -$157K -2,337 Closed
IUHSA
1933
Itau Unibanco Holding S.A.
Brazil
– -$47.6K -1,746 Closed
HWA
1934
Heartwood Wealth Advisors
Virginia
– -$99.8K -1,488 Closed
FWM
1935
Focused Wealth Management
New York
– -$83.8K -1,250 Closed
EPW
1936
Evergreen Private Wealth
Colorado
– -$70.5K -1,052 Closed
FFWM
1937
Future Financial Wealth Management
Ohio
– -$67.1K -1,000 Closed
SP
1938
Saranac Partners
– -$67.1K -1,000 Closed
RA
1939
Rise Advisors
New York
– -$44.3K -660 Closed
TIM
1940
Tortoise Investment Management
New York
– -$38K -567 Closed
CCM
1941
Cloud Capital Management
Washington
– -$30K -459 Closed
WSCM
1942
Wellington Shields Capital Management
New York
– -$26.8K -400 Closed
AAG
1943
Accordant Advisory Group
Maryland
– -$20.1K -300 Closed
JWM
1944
JPL Wealth Management
Colorado
– -$19.6K -292 Closed
NC
1945
North Capital
Utah
– -$19K -284 Closed
PPA
1946
Pilgrim Partners Asia
Singapore
– -$16.8K -250 Closed
FCT
1947
First Community Trust
Iowa
– -$14.6K -217 Closed
WBC
1948
West Branch Capital
Massachusetts
– -$14.4K -215 Closed
PFA
1949
Pathway Financial Advisers
Indiana
– -$13.4K -200 Closed
MSG
1950
Main Street Group
Virginia
– -$12.3K -184 Closed
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