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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1926
HCR Wealth Advisors
California
– -$477K -5,066 Closed
CCM
1927
Crabel Capital Management
California
– -$462K -4,902 Closed
OPS
1928
Orion Portfolio Solutions
Nebraska
– -$443K -4,703 Closed
SWM
1929
Segment Wealth Management
Texas
– -$438K -4,641 Closed
SWA
1930
Stratos Wealth Advisors
Ohio
– -$434K -4,602 Closed
TMAM
1931
Tokio Marine Asset Management
Japan
– -$433K -4,599 Closed
AIA
1932
Angeles Investment Advisors
California
– -$428K -4,545 Closed
MIH
1933
Meitav Investment House
Israel
– -$428K -4,541 Closed
PP
1934
PagnatoKarp Partners
Virginia
– -$419K -4,449 Closed
BWP
1935
Bernardo Wealth Planning
Pennsylvania
– -$404K -4,293 Closed
TI
1936
Truepoint Inc
Ohio
– -$400K -4,239 Closed
PCA
1937
Personal Capital Advisors
California
– -$399K -4,230 Closed
PWA
1938
Physician Wealth Advisors
Utah
– -$401K -4,190 Closed
TAM
1939
Trillium Asset Management
Massachusetts
– -$389K -4,123 Closed
AWA
1940
Acorn Wealth Advisors
Michigan
– -$389K -4,042 Closed
LC
1941
Landaas & Company
Wisconsin
– -$378K -4,014 Closed
GM
1942
GeoWealth Management
Illinois
– -$378K -4,006 Closed
ICA
1943
Infrastructure Capital Advisors
New York
– -$374K -3,973 Closed
NC
1944
Noked Capital
Israel
– -$374K -3,973 Closed
NI
1945
Noked Israel
Israel
– -$374K -3,973 Closed
AAM
1946
Autus Asset Management
Arizona
– -$361K -3,825 Closed
HCM
1947
Harvey Capital Management
Florida
– -$359K -3,814 Closed
GLI
1948
Guardian Life Insurance
New York
– -$358K -3,796 Closed
SCI
1949
Stableford Capital II
Arizona
– -$357K -3,791 Closed
WAP
1950
Wealthcare Advisory Partners
Pennsylvania
– -$357K -3,783 Closed
76 77
78
79 80