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Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1501
Global Endowment Management
North Carolina
– -$217K -1,909 Closed
KFGK
1502
Keystone Financial Group (Kentucky)
Kentucky
– -$210K -1,853 Closed
GSC
1503
Ground Swell Capital
South Carolina
– -$208K -1,832 Closed
LSA
1504
Lion Street Advisors
Texas
– -$201K -1,769 Closed
WT
1505
Whittier Trust
California
– -$128K -1,129 Closed
TCM
1506
Traub Capital Management
Massachusetts
– -$95.6K -843 Closed
GWM
1507
Gitterman Wealth Management
New Jersey
– -$94.9K -837 Closed
TPWA
1508
Twin Peaks Wealth Advisors
California
– -$87.2K -712 Closed
MWM
1509
MorganRosel Wealth Management
Colorado
– -$68K -600 Closed
BCM
1510
Berbice Capital Management
New York
– -$56.7K -500 Closed
SO
1511
Sierra Ocean
California
– -$47.1K -415 Closed
NC
1512
NewSquare Capital
Pennsylvania
– -$37.4K -330 Closed
BCMLT
1513
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$26.9K -237 Closed
SC
1514
SouthState Corp
Florida
– -$25.9K -228 Closed
WTC
1515
WhitTier Trust Company
Nevada
– -$25.4K -224 Closed
T2I
1516
Turim 21 Investimentos
Brazil
– -$21.5K -190 Closed
TIM
1517
Total Investment Management
Arizona
– -$19.4K -171 Closed
AWM
1518
Atticus Wealth Management
Florida
– -$17K -150 Closed
FFO
1519
Fortitude Family Office
Arizona
– -$16.3K -144 Closed
T
1520
Transce3nd
Texas
– -$14.8K -131 Closed
AT
1521
Avalon Trust
New Mexico
– -$11.7K -104 Closed
PWAM
1522
Private Wealth Asset Management
Iowa
– -$11.3K -100 Closed
LFA
1523
LGT Financial Advisors
Texas
– -$9.64K -85 Closed
CWM
1524
CarsonAllaria Wealth Management
Illinois
– -$8.51K -75 Closed
RAM
1525
Riggs Asset Management
Pennsylvania
– -$7.26K -64 Closed
58 59 60
61
62