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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3251
Fortress Wealth Management
California
– -$240K -958 Closed
TWM
3252
Trevian Wealth Management
Massachusetts
– -$237K -947 Closed
HCM
3253
Hudson Capital Management
New Jersey
– -$234K -934 Closed
HIGP
3254
Hill Investment Group Partners
Missouri
– -$233K -930 Closed
LWM
3255
Ledge Wealth Management
Minnesota
– -$226K -904 Closed
LBC
3256
Lawrence B. Cohen
– -$225K -900 Closed
MLL
3257
Moody Lynn & Lieberson
Massachusetts
– -$225K -900 Closed
PFM
3258
Patton Fund Management
Texas
– -$224K -894 Closed
CHP
3259
Cable Hill Partners
Oregon
– -$222K -888 Closed
SIC
3260
SFE Investment Counsel
California
– -$222K -888 Closed
WF
3261
Warner Financial
Maryland
– -$222K -888 Closed
SRAM
3262
Spouting Rock Asset Management
Pennsylvania
– -$221K -883 Closed
TCBWMS
3263
Texas Capital Bank Wealth Management Services
Texas
– -$221K -883 Closed
LEFP
3264
Leading Edge Financial Planning
Tennessee
– -$215K -860 Closed
SCG
3265
Sonata Capital Group
Washington
– -$213K -850 Closed
ODFS
3266
O'Donnell Financial Services
California
– -$207K -829 Closed
HWA
3267
Heartwood Wealth Advisors
Virginia
– -$204K -817 Closed
CIA
3268
Cladis Investment Advisory
Montana
– -$203K -810 Closed
FSC
3269
Full Sail Capital
Oklahoma
– -$201K -804 Closed
XC
3270
XY Capital
Hong Kong
– -$171K -718 Closed
MIA
3271
Milestone Investment Advisors
Wisconsin
– -$132K -528 Closed
SGA
3272
Seaport Global Advisors
Massachusetts
– -$129K -517 Closed
NIC
3273
Northwest Investment Counselors
Oregon
– -$125K -500 Closed
UOTTAIMCU
3274
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$111K -445 Closed
LP
3275
LGL Partners
Pennsylvania
– -$82.3K -329 Closed
128 129 130
131
132