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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1501
SoundView Advisors
Washington
– -$201K -894 Closed
FVWA
1502
Foster Victor Wealth Advisors
South Carolina
– -$205K -874 Closed
APGDR
1503
Absoluto Partners Gestao de Recursos
Brazil
– -$192K -851 Closed
FMN
1504
Financial Management Network
California
– -$204K -841 Closed
CCM
1505
Cloud Capital Management
Washington
– -$142K -634 Closed
SMFG
1506
Sumitomo Mitsui Financial Group
Japan
– -$135K -600 Closed
ABWM
1507
Alpine Bank Wealth Management
Colorado
– -$88.9K -394 Closed
FWM
1508
Focused Wealth Management
New York
– -$61.6K -273 Closed
GFM
1509
GF Fund Management
China
– -$55.7K -247 Closed
JWM
1510
JPL Wealth Management
Colorado
– -$39K -173 Closed
GFWA
1511
Grey Fox Wealth Advisors
Delaware
– -$24.8K -110 Closed
PG
1512
Proffitt & Goodson
Tennessee
– -$24.4K -108 Closed
HWA
1513
Heartwood Wealth Advisors
Virginia
– -$24.1K -107 Closed
SC
1514
Swan Capital
Florida
– -$23K -102 Closed
HFM
1515
Hartford Financial Management
Connecticut
– -$22.6K -100 Closed
PFA
1516
Pathway Financial Advisers
Indiana
– -$22.1K -99 Closed
SFCL
1517
Strengthening Families & Communities LLC
Massachusetts
– -$17.4K -77 Closed
SIC
1518
Salem Investment Counselors
North Carolina
– -$16.7K -74 Closed
MG
1519
Mather Group
Illinois
– -$13.7K -61 Closed
SFFS
1520
Stonehage Fleming Financial Services
Jersey
– -$11.3K -50 Closed
TIM
1521
Tortoise Investment Management
New York
– -$10.4K -46 Closed
PPA
1522
Painted Porch Advisors
California
– -$10.2K -45 Closed
CIEC
1523
Crédit Industriel et Commercial
France
– -$8.8K -39 Closed
MSG
1524
Main Street Group
Virginia
– -$7.22K -32 Closed
KFP
1525
Keener Financial Planning
Texas
– -$6K -29 Closed
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