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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CF
851
Centaurus Financial
California
-$114K -625 Closed
CSWM
852
Cassady Schiller Wealth Management
Ohio
-$110K -602 Closed
GA
853
GraniteShares Advisors
New York
-$101K -556 Closed
AWA
854
Aquire Wealth Advisors
Utah
-$74K -406 Closed
CCM
855
Chilton Capital Management
Texas
-$68K -371 Closed
FFG
856
Ford Financial Group
California
-$34 -187 Closed
DFCM
857
Dark Forest Capital Management
Puerto Rico
-$30K -162 Closed
CA
858
CoreCap Advisors
Michigan
-$25K -135 Closed
Fuller & Thaler Asset Management
859
Fuller & Thaler Asset Management
California
-$24K -130 Closed
CHA
860
Carmichael Hill & Associates
Maryland
-$19K -104 Closed
RPCONE
861
Retirement Planning Company of New England
Rhode Island
-$18K -100 Closed
AWA
862
Amplius Wealth Advisors
Pennsylvania
-$9K -51 Closed
CWS
863
Confluence Wealth Services
Pennsylvania
-$9K -50 Closed
ST
864
Sageworth Trust
Pennsylvania
-$9K -50 Closed
WWMSC
865
Wagner Wealth Management (South Carolina)
South Carolina
-$9K -49 Closed
SFO
866
Standard Family Office
South Dakota
-$9K -47 Closed
MG
867
MilWealth Group
Wisconsin
-$2.93K -16 Closed
JWM
868
Janiczek Wealth Management
Colorado
-$1K -7 Closed
CCM
869
Covington Capital Management
California
-$1K -3 Closed
MCM
870
Manchester Capital Management
Vermont
-$1K -3 Closed
AWM
871
AllSquare Wealth Management
New York
+$153 +1 New
CWM
872
Curi Wealth Management
North Carolina
+$153 +1 +100%
SIC
873
SJS Investment Consulting
Ohio
+$460 +3 New