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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
2051
AMG National Trust Bank
Colorado
– -$211K -905 Closed
HCM
2052
Hilton Capital Management
New York
– -$209K -900 Closed
DJSG
2053
D.J. St. Germain
Massachusetts
– -$207K -890 Closed
SFWC
2054
Strategic Family Wealth Counselors
New Jersey
– -$207K -889 Closed
BOS
2055
Bank of Stockton
California
– -$205K -885 Closed
HI
2056
Humankind Investments
New York
– -$205K -881 Closed
TLP
2057
Trinity Legacy Partners
Texas
– -$203K -873 Closed
HCM
2058
HMS Capital Management
Tennessee
– -$202K -866 Closed
TCOK
2059
Trust Company of Kansas
Kansas
– -$200K -860 Closed
PWA
2060
Physician Wealth Advisors
Utah
– -$216K -818 Closed
OHS
2061
Odey Holdings (Switzerland)
Switzerland
– -$186K -800 Closed
NWS
2062
Newport Wealth Strategies
California
– -$234K -797 Closed
AWG
2063
Altus Wealth Group
Colorado
– -$168K -724 Closed
MAM
2064
McCarthy Asset Management
California
– -$154K -660 Closed
CT
2065
Clearstead Trust
Maine
– -$127K -600 Closed
RPWA
2066
Regent Peak Wealth Advisors
Georgia
– -$134K -574 Closed
BWM
2067
Birchcreek Wealth Management
Ohio
– -$122K -525 Closed
TI
2068
tru Independence
Oregon
– -$23.4K -511 Closed
SAS
2069
Stelac Advisory Services
New York
– -$112K -483 Closed
NWA
2070
Navis Wealth Advisors
New York
– -$93K -400 Closed
CMBA
2071
C.M. Bidwell & Associates
Hawaii
– -$93K -398 Closed
SIAG
2072
Safeguard Investment Advisory Group
California
– -$90K -389 Closed
T2I
2073
Turim 21 Investimentos
Brazil
– -$90K -385 Closed
TIAM2
2074
Tru Independence Asset Management 2
Oregon
– -$74K -320 Closed
CWM
2075
Curi Wealth Management
North Carolina
– -$64K -275 Closed
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