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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
851
Cassady Schiller Wealth Management
Ohio
– -$110K -602 Closed
GA
852
GraniteShares Advisors
New York
– -$101K -556 Closed
AWA
853
Aquire Wealth Advisors
Utah
– -$74K -406 Closed
CCM
854
Chilton Capital Management
Texas
– -$68K -371 Closed
FFG
855
Ford Financial Group
California
– -$34K -187 Closed
DFCM
856
Dark Forest Capital Management
Puerto Rico
– -$30K -162 Closed
CA
857
CoreCap Advisors
Michigan
– -$25K -135 Closed
Fuller & Thaler Asset Management
858
Fuller & Thaler Asset Management
California
– -$24K -130 Closed
CHA
859
Carmichael Hill & Associates
Maryland
– -$19K -104 Closed
RPCONE
860
Retirement Planning Company of New England
Rhode Island
– -$18K -100 Closed
AWA
861
Amplius Wealth Advisors
Pennsylvania
– -$9K -51 Closed
CWS
862
Confluence Wealth Services
Pennsylvania
– -$9K -50 Closed
ST
863
Sageworth Trust
Pennsylvania
– -$9K -50 Closed
WWMSC
864
Wagner Wealth Management (South Carolina)
South Carolina
– -$9K -49 Closed
SFO
865
Standard Family Office
South Dakota
– -$9K -47 Closed
MG
866
MilWealth Group
Wisconsin
– -$2.93K -16 Closed
JWM
867
Janiczek Wealth Management
Colorado
– -$1K -7 Closed
CCM
868
Covington Capital Management
California
– -$1K -3 Closed
MCM
869
Manchester Capital Management
Vermont
– -$1K -3 Closed
AWM
870
AllSquare Wealth Management
New York
– +$153 +1 New
CWM
871
Curi Wealth Management
North Carolina
– +$153 +1 +100%
SIC
872
SJS Investment Consulting
Ohio
– +$460 +3 New