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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3301
Saranac Partners
– -$114K -2,587 Closed
CWM
3302
Crowley Wealth Management
Delaware
– -$98.5K -2,242 Closed
AT
3303
Arlington Trust
Alabama
– -$91.3K -2,077 Closed
SFFS
3304
Stonehage Fleming Financial Services
Jersey
– -$89.3K -2,033 Closed
JWM
3305
JPL Wealth Management
Colorado
– -$89K -2,025 Closed
CIAM
3306
Caitong International Asset Management
Hong Kong
– -$57.4K -1,306 Closed
OBWP
3307
O'Brien Wealth Partners
Massachusetts
– -$53.8K -1,224 Closed
TCA
3308
Trifecta Capital Advisors
Illinois
– -$37K -842 Closed
GLF
3309
Groupe la Francaise
France
– -$29.6K -803 Closed
QL
3310
Quarry LP
New York
– -$35.1K -799 Closed
AW
3311
Affinity Wealth
Ohio
– -$34.4K -783 Closed
SCA
3312
Stuart Chaussee & Associates
California
– -$28.1K -640 Closed
TCM
3313
TruNorth Capital Management
Michigan
– -$27.5K -625 Closed
KPP
3314
Kings Path Partners
Texas
– -$22K -500 Closed
NCM
3315
Northwest Capital Management
Oregon
– -$21.4K -488 Closed
BFS
3316
Burkett Financial Services
South Carolina
– -$19.5K -444 Closed
UFF
3317
USA Financial Formulas
Michigan
– -$18.1K -412 Closed
CCM
3318
Cloud Capital Management
Washington
– -$17K -402 Closed
GFWA
3319
Grey Fox Wealth Advisors
Delaware
– -$16.9K -385 Closed
DRP
3320
Decker Retirement Planning
Utah
– -$14.2K -324 Closed
HHGA
3321
Halbert Hargrove Global Advisors
California
– -$9.54K -217 Closed
CTC
3322
Corundum Trust Company
South Dakota
– -$8.88K -202 Closed
SAS
3323
Spurstone Advisory Services
Connecticut
– -$7.08K -161 Closed
SC
3324
Solstein Capital
California
– -$6.68K -152 Closed
CFG
3325
Chapman Financial Group
Hawaii
– -$6.33K -144 Closed
130 131 132
133
134