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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
926
Dorsey & Whitney Trust
South Dakota
– -$266K -1,658 Closed
BFO
927
Biltmore Family Office
North Carolina
– -$264K -1,636 Closed
WFI
928
West Family Investments
California
– -$262K -1,621 Closed
GA
929
GraniteShares Advisors
New York
– -$256K -1,589 Closed
SRC
930
Sage Rhino Capital
California
– -$256K -1,588 Closed
CWP
931
Capital Wealth Planning
Florida
– -$252K -1,563 Closed
BDF
932
Balasa Dinverno & Foltz
– -$250K -1,552 Closed
KMWM
933
Keudell/Morrison Wealth Management
Oregon
– -$247K -1,534 Closed
LOAMS
934
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$247K -1,529 Closed
RMCM
935
Reynders McVeigh Capital Management
Massachusetts
– -$241K -1,491 Closed
IB
936
Intrust Bank
Kansas
– -$240K -1,485 Closed
GAB
937
German American Bancorp
Indiana
– -$238K -1,475 Closed
ESB
938
Essex Savings Bank
Connecticut
– -$237K -1,469 Closed
BFPW
939
BOK Financial Private Wealth
Colorado
– -$236K -1,462 Closed
VWA
940
V Wealth Advisors
Kansas
– -$234K -1,448 Closed
DBT
941
Dubuque Bank & Trust
Iowa
– -$232K -1,441 Closed
SMA
942
Sage Mountain Advisors
Georgia
– -$232K -1,438 Closed
WWM
943
Windsor Wealth Management
Indiana
– -$234K -1,426 Closed
PS
944
Portfolio Solutions
Michigan
– -$226K -1,400 Closed
IWM
945
IHT Wealth Management
Illinois
– -$224K -1,386 Closed
FC
946
FORA Capital
Florida
– -$223K -1,385 Closed
KIA
947
KCM Investment Advisors
California
– -$223K -1,383 Closed
PFPT
948
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$223K -1,383 Closed
PI
949
Putnam Investments
Massachusetts
– -$223K -1,381 Closed
BRWM
950
B. Riley Wealth Management
Tennessee
– -$221K -1,370 Closed
36 37
38
39 40