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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1126
Winthrop Advisory Group
Massachusetts
– -$290K -4,290 Closed
WANY
1127
Wealthspire Advisors (New York)
New York
– -$287K -4,250 Closed
CGL
1128
Clarius Group LLC
Washington
– -$583K -4,230 Closed
ACM
1129
AlphaStar Capital Management
North Carolina
– -$285K -4,220 Closed
FH
1130
FWG Holdings
Florida
– -$285K -4,210 Closed
PFWA
1131
Paces Ferry Wealth Advisors
Georgia
– -$284K -4,200 Closed
EWM
1132
Evercore Wealth Management
New York
– -$280K -4,140 Closed
BCA
1133
Bay Colony Advisors
Massachusetts
– -$278K -4,110 Closed
CG
1134
Colony Group
Massachusetts
– -$276K -4,080 Closed
SHGA
1135
Sand Hill Global Advisors
California
– -$274K -4,050 Closed
JWM
1136
JGP Wealth Management
Oregon
– -$243K -4,030 Closed
GIM
1137
Grassi Investment Management
California
– -$269K -3,980 Closed
CMI
1138
Clare Market Investments
Texas
– -$268K -3,970 Closed
BO
1139
BRR OpCo
Ohio
– -$267K -3,950 Closed
EFS
1140
Essex Financial Services
Connecticut
– -$267K -3,950 Closed
BG
1141
Bollard Group
Massachusetts
– -$265K -3,920 Closed
ATFA
1142
All Terrain Financial Advisors
Minnesota
– -$264K -3,910 Closed
LFP
1143
Leeward Financial Partners
Washington
– -$264K -3,910 Closed
WAP
1144
Wealthcare Advisory Partners
Pennsylvania
– -$264K -3,910 Closed
BFA
1145
Benedict Financial Advisors
Georgia
– -$264K -3,900 Closed
PA
1146
Procyon Advisors
Connecticut
– -$262K -3,880 Closed
RRA
1147
Round Rock Advisors
Connecticut
– -$262K -3,880 Closed
AWM
1148
Accurate Wealth Management
Florida
– -$260K -3,850 Closed
WKSWA
1149
White Knight Strategic Wealth Advisors
New Jersey
– -$260K -3,850 Closed
BL
1150
Balentine LLC
Georgia
– -$260K -3,840 Closed
44 45
46
47 48