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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
CoreCap Advisors
Michigan
– -$265K -1,934 Closed
OWM
1202
OneAscent Wealth Management
Alabama
– -$256K -1,865 Closed
SWA
1203
SFMG Wealth Advisors
Texas
– -$254K -1,854 Closed
AI
1204
Accredited Investors
Minnesota
– -$245K -1,789 Closed
AFP
1205
Alpha Financial Partners
Kentucky
– -$237K -1,725 Closed
AIM
1206
Aspen Investment Management
Michigan
– -$230K -1,680 Closed
GKWIM
1207
Gerber Kawasaki Wealth & Investment Management
California
– -$227K -1,658 Closed
HSA
1208
HBK Sorce Advisory
Pennsylvania
– -$222K -1,620 Closed
TBWA
1209
Three Bridge Wealth Advisors
California
– -$221K -1,610 Closed
AWA
1210
Aaron Wealth Advisors
Illinois
– -$217K -1,582 Closed
CAG
1211
Csenge Advisory Group
Florida
– -$206K -1,500 Closed
MC
1212
Moors & Cabot
Massachusetts
– -$206K -1,499 Closed
VBCG
1213
Valley Brook Capital Group
Pennsylvania
– -$205K -1,495 Closed
SC
1214
Savant Capital
Illinois
– -$205K -1,494 Closed
AC
1215
AlphaCore Capital
California
– -$201K -1,468 Closed
LSPW
1216
Lake Street Private Wealth
Illinois
– -$200K -1,466 Closed
CIA
1217
Choate Investment Advisors
Massachusetts
– -$201K -1,463 Closed
CSPIA
1218
Cary Street Partners Investment Advisory
Virginia
– -$168K -1,221 Closed
HL
1219
HeadInvest LLC
Maine
– -$110K -803 Closed
RTC
1220
Riverview Trust Company
Washington
– -$109K -792 Closed
CMBA
1221
C.M. Bidwell & Associates
Hawaii
– -$94.9K -692 Closed
HCM
1222
Highlander Capital Management
New Jersey
– -$41K -300 Closed
TWP
1223
TFO Wealth Partners
Ohio
– -$36.9K -288 Closed
NIC
1224
Northwest Investment Counselors
Oregon
– -$27.4K -200 Closed
SCA
1225
Stonebridge Capital Advisors
Minnesota
– -$26.3K -192 Closed
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