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