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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2026
Twin Focus Capital Partners
Massachusetts
– -$250K -2,925 Closed
CCG
2027
Catalina Capital Group
California
– -$249K -2,919 Closed
CPA
2028
Cardiff Park Advisors
California
– -$249K -2,918 Closed
RWP
2029
Revolve Wealth Partners
New Jersey
– -$248K -2,910 Closed
OPW
2030
Osprey Private Wealth
New York
– -$248K -2,900 Closed
SIC
2031
Sage Investment Counsel
Tennessee
– -$248K -2,900 Closed
SC
2032
Saturna Capital
Washington
– -$248K -2,900 Closed
AO
2033
Advisor OS
Illinois
– -$247K -2,896 Closed
BL
2034
Balentine LLC
Georgia
– -$247K -2,890 Closed
IF
2035
Integrity Financial
Wyoming
– -$246K -2,884 Closed
MA
2036
MJP Associates
Connecticut
– -$245K -2,875 Closed
SIA
2037
Soltis Investment Advisors
Utah
– -$243K -2,849 Closed
BB
2038
Berkshire Bank
Massachusetts
– -$242K -2,834 Closed
BAM
2039
Brave Asset Management
New Jersey
– -$241K -2,828 Closed
FMTC
2040
Farmers & Merchants Trust Company
California
– -$241K -2,821 Closed
CCA
2041
Cobblestone Capital Advisors
New York
– -$240K -2,812 Closed
WA
2042
WESPAC Advisors
California
– -$239K -2,797 Closed
HWA
2043
HCR Wealth Advisors
California
– -$238K -2,794 Closed
GA
2044
GFS Advisors
Texas
– -$238K -2,790 Closed
GCA
2045
Greenwood Capital Associates
South Carolina
– -$236K -2,765 Closed
MFS
2046
Madrona Financial Services
Washington
– -$236K -2,760 Closed
OWM
2047
OneAscent Wealth Management
Alabama
– -$235K -2,748 Closed
AWE
2048
Avidian Wealth Enterprises
Texas
– -$234K -2,741 Closed
NI
2049
Natural Investments
California
– -$233K -2,739 Closed
ACM
2050
Ashford Capital Management
Delaware
– -$233K -2,730 Closed
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