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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2576
Bordeaux Wealth Advisors
California
– -$208K -367 Closed
BCM
2577
Buckhead Capital Management
Georgia
– -$208K -367 Closed
HWM
2578
Howard Wealth Management
Connecticut
– -$208K -367 Closed
CVM
2579
Cheviot Value Management
California
– -$208K -366 Closed
IC
2580
Iconiq Capital
California
– -$205K -362 Closed
KFGK
2581
Keystone Financial Group (Kentucky)
Kentucky
– -$205K -361 Closed
AFA
2582
Arlington Financial Advisors
California
– -$204K -360 Closed
LWP
2583
Legacy Wealth Planning
Nevada
– -$204K -360 Closed
SAM
2584
Summit Asset Management
Tennessee
– -$204K -360 Closed
TI
2585
TTP Investments
California
– -$204K -360 Closed
GLA
2586
Good Life Advisors
Pennsylvania
– -$204K -359 Closed
EWA
2587
ERTS Wealth Advisors
Michigan
– -$202K -355 Closed
PFM
2588
Peak Financial Management
Massachusetts
– -$201K -355 Closed
SC
2589
Saybrook Capital
North Carolina
– -$201K -355 Closed
CAN
2590
Claraphi Advisory Network
United States
– -$200K -354 Closed
BWM
2591
BlackDiamond Wealth Management
New York
– -$200K -353 Closed
CQS
2592
Credential Qtrade Securities
– -$158K -278 Closed
CMBA
2593
C.M. Bidwell & Associates
Hawaii
– -$150K -265 Closed
EPM
2594
Equitec Proprietary Markets
Illinois
– -$142K -250 Closed
VRM
2595
Vectors Research Management
New York
– -$116K -204 Closed
CWS
2596
Confluence Wealth Services
Pennsylvania
– -$114K -202 Closed
KCM
2597
KRS Capital Management
Michigan
– -$113K -200 Closed
TC
2598
TAP Consulting
Missouri
– -$113K -200 Closed
AWA
2599
Amplius Wealth Advisors
Pennsylvania
– -$105K -186 Closed
RPCONE
2600
Retirement Planning Company of New England
Rhode Island
– -$88K -156 Closed
102 103
104
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