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TM

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
626
Williams Jones Wealth Management
New York
– -$244K -971 Closed
WPW
627
Waldron Private Wealth
Pennsylvania
– -$240K -953 Closed
MC
628
Maverick Capital
Texas
– -$237K -943 Closed
AIA
629
Alera Investment Advisors
Illinois
– -$237K -940 Closed
PFA
630
Pure Financial Advisors
California
– -$235K -933 Closed
FPAS
631
Focus Partners Advisor Solutions
Missouri
– -$234K -931 Closed
FHA
632
Flagship Harbor Advisors
Massachusetts
– -$232K -922 Closed
LCGC
633
Legacy Capital Group California
California
– -$231K -916 Closed
BSSFA
634
Baron Silver Stevens Financial Advisors
Florida
– -$228K -904 Closed
PS
635
Planned Solutions
California
– -$225K -895 Closed
GC
636
Guggenheim Capital
Illinois
– -$224K -890 Closed
LJAC
637
L.J. Altfest & Co
New York
– -$222K -884 Closed
FCI
638
Financial Counselors Inc
Kansas
– -$222K -881 Closed
HR
639
Howe & Rusling
New York
– -$218K -867 Closed
OL
640
Owen LaRue
Kentucky
– -$214K -850 Closed
WA
641
Wealth Alliance
New York
– -$210K -834 Closed
AA
642
Alesco Advisors
New York
– -$207K -823 Closed
CCG
643
Catalina Capital Group
California
– -$207K -823 Closed
EI
644
Ellevest Inc
New York
– -$207K -822 Closed
FWM
645
FMB Wealth Management
California
– -$207K -821 Closed
IC
646
Inscription Capital
Texas
– -$206K -820 Closed
GFA
647
Gallagher Fiduciary Advisors
Illinois
– -$205K -815 Closed
SQA
648
Simon Quick Advisors
New Jersey
– -$204K -809 Closed
OAM
649
Oberweis Asset Management
Illinois
– -$203K -805 Closed
WBCM
650
Wilson & Boucher Capital Management
California
– -$202K -802 Closed
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