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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2676
Novare Capital Management
North Carolina
– -$253K -11,752 Closed
WG
2677
Watchman Group
Texas
– -$250K -11,548 Closed
AO
2678
Advisor OS
Illinois
– -$242K -11,241 Closed
SLT
2679
St Louis Trust
Missouri
– -$239K -11,090 Closed
BFP
2680
Briaud Financial Planning
Texas
– -$232K -10,791 Closed
LFASL
2681
Lugano Financial Advisors SA (LFA)
Switzerland
– -$230K -10,678 -100%
MWPCG
2682
Measured Wealth Private Client Group
New Hampshire
– -$227K -10,530 Closed
BWM
2683
Benchmark Wealth Management
Connecticut
– -$226K -10,517 Closed
PD
2684
Planning Directions
Pennsylvania
– -$224K -10,403 Closed
MCG
2685
McCollum Christoferson Group
New York
– -$219K -10,188 Closed
AWM
2686
Aevitas Wealth Management
Massachusetts
– -$204K -10,021 Closed
AAIM
2687
Asset Advisors Investment Management
Georgia
– -$214K -9,938 Closed
IA
2688
IFG Advisors
Missouri
– -$213K -9,873 Closed
CWP
2689
Capital Wealth Planning
Florida
– -$210K -9,745 Closed
OWP
2690
Obermeyer Wealth Partners
Colorado
– -$207K -9,612 Closed
OWA
2691
One Wealth Advisors
California
– -$206K -9,561 Closed
BBA
2692
Braun-Bostich & Associates
Pennsylvania
– -$155K -7,218 Closed
NIC
2693
Northwest Investment Counselors
Oregon
– -$150K -6,952 Closed
AW
2694
Alpha Windward
Massachusetts
– -$103K -4,778 Closed
PWM
2695
Provident Wealth Management
Tennessee
– -$70K -3,257 Closed
JSC
2696
Jackson Square Capital
California
– -$50K -2,300 Closed
AIM
2697
Arcadia Investment Management
Michigan
– -$40K -1,854 Closed
BWM
2698
BNC Wealth Management
Oregon
– -$27K -1,258 Closed
PAIM
2699
Punch & Associates Investment Management
Minnesota
– -$24K -1,103 Closed
MAM
2700
Marquette Asset Management
Minnesota
– -$15K -686 Closed
105 106 107
108
109