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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1276
Cypress Wealth Services
California
– -$250K -2,203 Closed
CIA
1277
Capital Investment Advisors
Georgia
– -$250K -2,202 Closed
VHAM
1278
Van Hulzen Asset Management
California
– -$250K -2,197 Closed
LWM
1279
Lyell Wealth Management
California
– -$246K -2,164 Closed
MHWM
1280
Montz Harcus Wealth Management
Louisiana
– -$246K -2,161 Closed
SFWA
1281
Summit Financial Wealth Advisors
Louisiana
– -$218K -2,160 Closed
TFP
1282
TrueWealth Financial Partners
Washington
– -$246K -2,160 Closed
CCA
1283
Cobblestone Capital Advisors
New York
– -$245K -2,153 Closed
RRA
1284
Round Rock Advisors
Connecticut
– -$245K -2,152 Closed
VAS
1285
Vestmark Advisory Solutions
Massachusetts
– -$242K -2,129 Closed
CPO
1286
Cerity Partners OCIO
New York
– -$240K -2,115 Closed
SW
1287
SteelPeak Wealth
California
– -$240K -2,112 Closed
CG
1288
Clarus Group
Texas
– -$237K -2,085 Closed
KFA
1289
Kelleher Financial Advisors
New York
– -$236K -2,082 Closed
AWM
1290
Angeles Wealth Management
California
– -$235K -2,071 Closed
BWFA
1291
Baltimore-Washington Financial Advisors
Maryland
– -$234K -2,061 Closed
TCM
1292
Traynor Capital Management
Pennsylvania
– -$234K -2,059 Closed
CIM
1293
Confluence Investment Management
Missouri
– -$232K -2,044 Closed
OFG
1294
Oxford Financial Group
Indiana
– -$232K -2,044 Closed
AIA
1295
Avalon Investment & Advisory
Texas
– -$232K -2,042 Closed
VCP
1296
Verus Capital Partners
Arizona
– -$232K -2,022 Closed
SFO
1297
Stokes Family Office
Louisiana
– -$229K -2,016 Closed
BFS
1298
Bard Financial Services
Connecticut
– -$227K -2,000 Closed
FFA
1299
Founders Financial Alliance
North Carolina
– -$227K -2,000 Closed
GF
1300
Gabelli Funds
New York
– -$227K -2,000 Closed
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