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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1101
Perigon Wealth Management
California
– -$320K -4,740 Closed
AMM
1102
American Money Management
California
– -$316K -4,680 Closed
BFA
1103
BMS Financial Advisors
South Dakota
– -$316K -4,680 Closed
FHC
1104
First Heartland Consultants
Missouri
– -$316K -4,680 Closed
SAM
1105
Silvercrest Asset Management
New York
– -$314K -4,650 Closed
QI
1106
Qtron Investments
Massachusetts
– -$313K -4,630 Closed
SIA
1107
Soltis Investment Advisors
Utah
– -$313K -4,630 Closed
HWM
1108
HB Wealth Management
Georgia
– -$310K -4,590 Closed
AWS
1109
AJ Wealth Strategies
New York
– -$309K -4,570 Closed
SA
1110
SWM Advisors
Florida
– -$309K -4,570 Closed
PFG
1111
PAX Financial Group
Texas
– -$308K -4,560 Closed
IC
1112
Intersect Capital
California
– -$305K -4,510 Closed
HIMC
1113
Heritage Investors Management Corp
Maryland
– -$304K -4,500 Closed
CCA
1114
Conservest Capital Advisors
Pennsylvania
– -$299K -4,420 Closed
ACI
1115
Alpha Cubed Investments
California
– -$298K -4,410 Closed
DY
1116
Dowling & Yahnke
California
– -$298K -4,410 Closed
IAP
1117
Indie Asset Partners
Indiana
– -$298K -4,410 Closed
FFM
1118
Forum Financial Management
Illinois
– -$296K -4,390 Closed
HLOC
1119
H.L. Ormond & Company
North Carolina
– -$296K -4,370 Closed
SFA
1120
Sequoia Financial Advisors
Ohio
– -$295K -4,360 Closed
CA
1121
Cullinan Associates
Kentucky
– -$292K -4,320 Closed
WJWM
1122
Williams Jones Wealth Management
New York
– -$292K -4,320 Closed
RDWM
1123
Red Door Wealth Management
Tennessee
– -$291K -4,310 Closed
WAG
1124
Winthrop Advisory Group
Massachusetts
– -$290K -4,290 Closed
WANY
1125
Wealthspire Advisors (New York)
New York
– -$287K -4,250 Closed
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