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SAP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1001
Independent Financial Group
California
– -$238K -782 Closed
G
1002
GenTrust
Florida
– -$237K -779 Closed
BC
1003
Brio Consultants
California
– -$233K -766 Closed
NP
1004
Nilsine Partners
Colorado
– -$231K -758 Closed
MC
1005
Moors & Cabot
Massachusetts
– -$228K -750 Closed
CPA
1006
Capital Planning Advisors
California
– -$223K -734 Closed
KIA
1007
KCM Investment Advisors
California
– -$223K -733 Closed
JIP
1008
Jaffetilchin Investment Partners
Florida
– -$222K -730 Closed
SIA
1009
Soltis Investment Advisors
Utah
– -$220K -722 Closed
CCA
1010
Cottonwood Capital Advisors
Utah
– -$217K -715 Closed
MAS
1011
Meeder Advisory Services
Ohio
– -$217K -715 Closed
HP
1012
Haven Private
Florida
– -$216K -709 Closed
BB
1013
Busey Bank
Illinois
– -$214K -703 Closed
NLP
1014
Next Level Private
New York
– -$213K -700 Closed
AB
1015
Atlas Brown
Kentucky
– -$212K -698 Closed
FNBT
1016
FineMark National Bank & Trust
Florida
– -$211K -693 Closed
AWA
1017
Aletheian Wealth Advisors
Washington
– -$210K -692 Closed
CPWA
1018
Cerro Pacific Wealth Advisors
California
– -$209K -687 Closed
BA
1019
Bluesphere Advisors
Pennsylvania
– -$208K -685 Closed
ESB
1020
Essex Savings Bank
Connecticut
– -$207K -681 Closed
DCM
1021
Decatur Capital Management
Georgia
– -$206K -679 Closed
GSC
1022
Ground Swell Capital
South Carolina
– -$204K -672 Closed
CWP
1023
Cyndeo Wealth Partners
Florida
– -$203K -668 Closed
EIP
1024
Ellis Investment Partners
Pennsylvania
– -$203K -668 Closed
NB
1025
Northwest Bancshares
Pennsylvania
– -$203K -667 Closed
39 40
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