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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1126
Clarius Group LLC
Washington
– -$583K -4,230 Closed
ACM
1127
AlphaStar Capital Management
North Carolina
– -$285K -4,220 Closed
FH
1128
FWG Holdings
Florida
– -$285K -4,210 Closed
PFWA
1129
Paces Ferry Wealth Advisors
Georgia
– -$284K -4,200 Closed
EWM
1130
Evercore Wealth Management
New York
– -$280K -4,140 Closed
BCA
1131
Bay Colony Advisors
Massachusetts
– -$278K -4,110 Closed
CG
1132
Colony Group
Massachusetts
– -$276K -4,080 Closed
SHGA
1133
Sand Hill Global Advisors
California
– -$274K -4,050 Closed
JWM
1134
JGP Wealth Management
Oregon
– -$243K -4,030 Closed
GIM
1135
Grassi Investment Management
California
– -$269K -3,980 Closed
CMI
1136
Clare Market Investments
Texas
– -$268K -3,970 Closed
BO
1137
BRR OpCo
Ohio
– -$267K -3,950 Closed
EFS
1138
Essex Financial Services
Connecticut
– -$267K -3,950 Closed
BG
1139
Bollard Group
Massachusetts
– -$265K -3,920 Closed
ATFA
1140
All Terrain Financial Advisors
Minnesota
– -$264K -3,910 Closed
LFP
1141
Leeward Financial Partners
Washington
– -$264K -3,910 Closed
WAP
1142
Wealthcare Advisory Partners
Pennsylvania
– -$264K -3,910 Closed
BFA
1143
Benedict Financial Advisors
Georgia
– -$264K -3,900 Closed
PA
1144
Procyon Advisors
Connecticut
– -$262K -3,880 Closed
RRA
1145
Round Rock Advisors
Connecticut
– -$262K -3,880 Closed
AWM
1146
Accurate Wealth Management
Florida
– -$260K -3,850 Closed
WKSWA
1147
White Knight Strategic Wealth Advisors
New Jersey
– -$260K -3,850 Closed
BL
1148
Balentine LLC
Georgia
– -$260K -3,840 Closed
IP
1149
Investment Partners
Ohio
– -$260K -3,840 Closed
GT
1150
Glenview Trust
Kentucky
– -$257K -3,800 Closed
44 45
46
47 48