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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2676
MANA Advisors
New York
– -$253K -11,753 Closed
NCM
2677
Novare Capital Management
North Carolina
– -$253K -11,752 Closed
WG
2678
Watchman Group
Texas
– -$250K -11,548 Closed
AO
2679
Advisor OS
Illinois
– -$242K -11,241 Closed
SLT
2680
St Louis Trust
Missouri
– -$239K -11,090 Closed
BFP
2681
Briaud Financial Planning
Texas
– -$232K -10,791 Closed
LFASL
2682
Lugano Financial Advisors SA (LFA)
Switzerland
– -$230K -10,678 -100%
MWPCG
2683
Measured Wealth Private Client Group
New Hampshire
– -$227K -10,530 Closed
BWM
2684
Benchmark Wealth Management
Connecticut
– -$226K -10,517 Closed
PD
2685
Planning Directions
Pennsylvania
– -$224K -10,403 Closed
MCG
2686
McCollum Christoferson Group
New York
– -$219K -10,188 Closed
AWM
2687
Aevitas Wealth Management
Massachusetts
– -$204K -10,021 Closed
AAIM
2688
Asset Advisors Investment Management
Georgia
– -$214K -9,938 Closed
IA
2689
IFG Advisors
Missouri
– -$213K -9,873 Closed
CWP
2690
Capital Wealth Planning
Florida
– -$210K -9,745 Closed
OWP
2691
Obermeyer Wealth Partners
Colorado
– -$207K -9,612 Closed
OWA
2692
One Wealth Advisors
California
– -$206K -9,561 Closed
BBA
2693
Braun-Bostich & Associates
Pennsylvania
– -$155K -7,218 Closed
NIC
2694
Northwest Investment Counselors
Oregon
– -$150K -6,952 Closed
AW
2695
Alpha Windward
Massachusetts
– -$103K -4,778 Closed
PWM
2696
Provident Wealth Management
Tennessee
– -$70K -3,257 Closed
JSC
2697
Jackson Square Capital
California
– -$50K -2,300 Closed
AIM
2698
Arcadia Investment Management
Michigan
– -$40K -1,854 Closed
BWM
2699
BNC Wealth Management
Oregon
– -$27K -1,258 Closed
PAIM
2700
Punch & Associates Investment Management
Minnesota
– -$24K -1,103 Closed
105 106 107
108
109