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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
851
J.W. Cole Advisors
Florida
– -$228K -7,922 Closed
AIP
852
Almanack Investment Partners
Pennsylvania
– -$227K -7,899 Closed
DWP
853
Daymark Wealth Partners
Ohio
– -$227K -7,881 Closed
ICP
854
Impact Capital Partners
Colorado
– -$226K -7,840 Closed
MCM
855
Morton Capital Management
California
– -$244K -7,790 Closed
DWA
856
Douglass Winthrop Advisors
New York
– -$224K -7,775 Closed
APM
857
a16z Perennial Management
California
– -$222K -7,710 Closed
RW
858
Rede Wealth
Virginia
– -$221K -7,693 Closed
PIM
859
Penobscot Investment Management
Massachusetts
– -$218K -7,578 Closed
SW
860
SkyOak Wealth
Michigan
– -$216K -7,500 Closed
EFSCE
861
Enterprise Financial Services Corp (EFSC)
Missouri
– -$215K -7,480 Closed
LWM
862
Liberty Wealth Management
California
– -$215K -7,480 Closed
SPC
863
Sigma Planning Corp
Michigan
– -$213K -7,412 Closed
MG
864
Mather Group
Illinois
– -$209K -7,272 Closed
MGIA
865
Moneta Group Investment Advisors
Missouri
– -$209K -7,259 Closed
SI
866
Severin Investments
Missouri
– -$209K -7,245 Closed
PFW
867
Petros Family Wealth
Minnesota
– -$208K -7,229 Closed
WFA
868
Wellspring Financial Advisors
Ohio
– -$207K -7,206 Closed
FFN
869
Focus Financial Network
Minnesota
– -$207K -7,204 Closed
AIP
870
ARS Investment Partners
New York
– -$207K -7,200 Closed
SCM
871
Seascape Capital Management
New Hampshire
– -$206K -7,143 Closed
ONB
872
Old National Bancorp
Indiana
– -$204K -7,093 Closed
RP
873
Riverbridge Partners
Minnesota
– -$204K -7,075 Closed
HI
874
Harrington Investments
California
– -$203K -7,035 Closed
GAG
875
GM Advisory Group
New York
– -$202K -7,018 Closed
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35
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