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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
2026
Wharton Business Group
Pennsylvania
– -$254K -2,975 Closed
GPWM
2027
Grant Private Wealth Management
California
– -$254K -2,972 Closed
CFA
2028
CWS Financial Advisors
Michigan
– -$252K -2,948 Closed
FFS
2029
Fischer Financial Services
Pennsylvania
– -$252K -2,947 Closed
SLWA
2030
San Luis Wealth Advisors
California
– -$238K -2,946 Closed
TFCP
2031
Twin Focus Capital Partners
Massachusetts
– -$250K -2,925 Closed
CCG
2032
Catalina Capital Group
California
– -$249K -2,919 Closed
CPA
2033
Cardiff Park Advisors
California
– -$249K -2,918 Closed
RWP
2034
Revolve Wealth Partners
New Jersey
– -$248K -2,910 Closed
OPW
2035
Osprey Private Wealth
New York
– -$248K -2,900 Closed
SIC
2036
Sage Investment Counsel
Tennessee
– -$248K -2,900 Closed
SC
2037
Saturna Capital
Washington
– -$248K -2,900 Closed
AO
2038
Advisor OS
Illinois
– -$247K -2,896 Closed
BL
2039
Balentine LLC
Georgia
– -$247K -2,890 Closed
IF
2040
Integrity Financial
Wyoming
– -$246K -2,884 Closed
MA
2041
MJP Associates
Connecticut
– -$245K -2,875 Closed
SIA
2042
Soltis Investment Advisors
Utah
– -$243K -2,849 Closed
BB
2043
Berkshire Bank
Massachusetts
– -$242K -2,834 Closed
BAM
2044
Brave Asset Management
New Jersey
– -$241K -2,828 Closed
FMTC
2045
Farmers & Merchants Trust Company
California
– -$241K -2,821 Closed
CCA
2046
Cobblestone Capital Advisors
New York
– -$240K -2,812 Closed
WA
2047
WESPAC Advisors
California
– -$239K -2,797 Closed
HWA
2048
HCR Wealth Advisors
California
– -$238K -2,794 Closed
GA
2049
GFS Advisors
Texas
– -$238K -2,790 Closed
GCA
2050
Greenwood Capital Associates
South Carolina
– -$236K -2,765 Closed
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