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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1201
9258 Wealth Management
Ohio
– -$218K -3,019 Closed
DWP
1202
Daymark Wealth Partners
Ohio
– -$212K -2,923 Closed
MCP
1203
Mirador Capital Partners
California
– -$206K -2,847 Closed
OPA
1204
Old Port Advisors
Maine
– -$203K -2,807 Closed
JSC
1205
J. Stern & Co
United Kingdom
– -$177K -2,440 Closed
FFWM
1206
Future Financial Wealth Management
Ohio
– -$85K -1,175 Closed
VL
1207
Vima LLC
Michigan
– -$3.53K -1,048 Closed
GFL
1208
Granite FO LLC
New Hampshire
– -$77.7K -976 Closed
MAM
1209
Maytree Asset Management
Hong Kong
– -$66.4K -918 Closed
LWANC
1210
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$36.2K -500 Closed
PMFA
1211
Plante Moran Financial Advisors
Michigan
– -$31K -428 Closed
LFASL
1212
Lugano Financial Advisors SA (LFA)
Switzerland
– -$29.5K -408 Closed
GAA
1213
Global Assets Advisory
Florida
– -$28K -381 Closed
MAM
1214
MMA Asset Management
Pennsylvania
– -$20.6K -285 Closed
PAM
1215
Palisade Asset Management
Minnesota
– -$14.5K -200 Closed
TCOV
1216
Trust Company of Vermont
Vermont
– -$14.5K -200 Closed
LF
1217
LifeSteps Financial
California
– -$9.62K -133 Closed
DWM
1218
Dogwood Wealth Management
Kansas
– -$7.24K -100 Closed
Baillie Gifford & Co
1219
Baillie Gifford & Co
United Kingdom
– -$7.02K -97 Closed
EFP
1220
EnRich Financial Partners
Wisconsin
– -$4.78K -66 Closed
TIM
1221
Tortoise Investment Management
New York
– -$3.62K -50 Closed
ST
1222
Smithfield Trust
Pennsylvania
– -$2K -30 Closed
SWM
1223
Sanctuary Wealth Management
Idaho
– -$1.3K -18 Closed
MA
1224
MCF Advisors
Kentucky
– -$941 -13 Closed
M
1225
MOTCO
Texas
– -$941 -13 Closed
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