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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
601
Tru Independence Asset Management 2
Oregon
– -$18K -266 Closed
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$16K -240 Closed
RPWA
603
Regent Peak Wealth Advisors
Georgia
– -$14K -215 Closed
PCA
604
Peddock Capital Advisors
Massachusetts
– -$14K -209 Closed
FPB
605
First PREMIER Bank
South Dakota
– -$9K -130 Closed
CCM
606
Covington Capital Management
California
– -$7K -100 Closed
BWA
607
Burt Wealth Advisors
Maryland
– -$6K -88 Closed
MRCM
608
M&R Capital Management
New Jersey
– -$5K -88 Closed
EA
609
Elm Advisors
California
– -$5K -80 Closed
LF
610
Lee Financial
Texas
– -$4K -60 Closed
EWM
611
Endurance Wealth Management
Rhode Island
– -$4K -58 Closed
AAM
612
Advisors Asset Management
Colorado
– -$4K -56 Closed
ICM
613
Islay Capital Management
Texas
– -$3K -50 Closed
FPCG
614
Fort Pitt Capital Group
Pennsylvania
– -$3K -47 Closed
CCA
615
Childress Capital Advisors
Texas
– -$3K -44 Closed
OIM
616
Oder Investment Management
California
– -$3K -41 Closed
ABC
617
Associated Banc-Corp
Wisconsin
– -$2K -35 Closed
SSWG
618
Seven Springs Wealth Group
Tennessee
– -$2K -31 Closed
CPFP
619
Clear Perspectives Financial Planning
Ohio
– -$2K -23 Closed
HGWM
620
Harvest Group Wealth Management
Massachusetts
– -$1K -22 Closed
TI
621
tru Independence
Oregon
– -$1 -22 Closed
D
622
Diversified
Delaware
– -$1K -21 Closed
DAM
623
Delta Asset Management
Tennessee
– -$1K -10 Closed
MCM
624
McMillion Capital Management
North Carolina
– -$1K -9 Closed
SWG
625
Summit Wealth Group
Vermont
– +$354 +5 New
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