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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
2076
Tru Independence Asset Management 2
Oregon
– -$74K -320 Closed
CWM
2077
Curi Wealth Management
North Carolina
– -$64K -275 Closed
CIM
2078
Contravisory Investment Management
Massachusetts
– -$56K -239 Closed
SIM
2079
Seaview Investment Managers
Florida
– -$49K -214 Closed
CCA
2080
Childress Capital Advisors
Texas
– -$49K -210 Closed
SAM
2081
Simplify Asset Management
Nevada
– -$48K -210 Closed
DWM
2082
Defined Wealth Management
Oregon
– -$40K -170 Closed
CDIA
2083
Capital Directions Investment Advisors
Georgia
– -$31K -135 Closed
FWM
2084
ForthRight Wealth Management
Georgia
– -$31K -132 Closed
PS
2085
Planned Solutions
California
– -$29K -125 Closed
IA
2086
Inspire Advisors
Idaho
– -$27K -115 Closed
BSSFA
2087
Baron Silver Stevens Financial Advisors
Florida
– -$23K -100 Closed
IBOK
2088
Independence Bank of Kentucky
Kentucky
– -$23K -100 Closed
NG
2089
NWK Group
California
– -$23K -100 Closed
BHWM
2090
Bay Harbor Wealth Management
Maryland
– -$14K -59 Closed
HGWM
2091
Harvest Group Wealth Management
Massachusetts
– -$7K -31 Closed
HIM
2092
Hillsdale Investment Management
Ontario, Canada
– -$6K -25 Closed
GSAM
2093
Grant Street Asset Management
Pennsylvania
– -$4K -19 Closed
LGA
2094
Lebenthal Global Advisors
New York
– -$4K -18 Closed
ONST
2095
Old North State Trust
North Carolina
– -$4K -18 Closed
DTIM
2096
Danda Trouve Investment Management
Kansas
– -$2K -10 Closed
HS
2097
Horan Securities
United States
– -$2K -7 Closed
VRM
2098
Vectors Research Management
New York
– -$2K -7 Closed
MCM
2099
McMillion Capital Management
North Carolina
– -$1K -6 Closed
FWM
2100
Filbrandt Wealth Management
Wisconsin
– +$246 +1 New
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