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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1926
Drive Wealth Management
Utah
– -$205K -3,060 Closed
NI
1927
Natural Investments
California
– -$205K -3,059 Closed
WIA
1928
Westbourne Investment Advisors
Maryland
– -$204K -3,035 Closed
APP
1929
Avantax Planning Partners
Iowa
– -$203K -3,030 Closed
AC
1930
Avory & Company
Florida
– -$202K -3,017 Closed
PAS
1931
Parsonex Advisory Services
Colorado
– -$202K -3,017 Closed
EA
1932
Everpar Advisors
Oklahoma
– -$202K -3,010 Closed
TAM
1933
Trillium Asset Management
Massachusetts
– -$201K -2,998 Closed
FNBT
1934
FineMark National Bank & Trust
Florida
– -$200K -2,989 Closed
WAL
1935
W Advisors LLC
Tennessee
– -$200K -2,984 Closed
PAM
1936
Palisade Asset Management
Minnesota
– -$157K -2,337 Closed
IUHSA
1937
Itau Unibanco Holding S.A.
Brazil
– -$47.6K -1,746 Closed
HWA
1938
Heartwood Wealth Advisors
Virginia
– -$99.8K -1,488 Closed
FWM
1939
Focused Wealth Management
New York
– -$83.8K -1,250 Closed
EPW
1940
Evergreen Private Wealth
Colorado
– -$70.5K -1,052 Closed
FFWM
1941
Future Financial Wealth Management
Ohio
– -$67.1K -1,000 Closed
SP
1942
Saranac Partners
– -$67.1K -1,000 Closed
RA
1943
Rise Advisors
New York
– -$44.3K -660 Closed
TIM
1944
Tortoise Investment Management
New York
– -$38K -567 Closed
CCM
1945
Cloud Capital Management
Washington
– -$30K -459 Closed
WSCM
1946
Wellington Shields Capital Management
New York
– -$26.8K -400 Closed
AAG
1947
Accordant Advisory Group
Maryland
– -$20.1K -300 Closed
JWM
1948
JPL Wealth Management
Colorado
– -$19.6K -292 Closed
NC
1949
North Capital
Utah
– -$19K -284 Closed
PPA
1950
Pilgrim Partners Asia
Singapore
– -$16.8K -250 Closed
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