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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1051
Lyell Wealth Management
California
-$373K -2,297 Closed
TCA
1052
Transcend Capital Advisors
New Jersey
-$369K -2,268 Closed
SOS
1053
Silver Oak Securities
Tennessee
-$368K -2,267 Closed
6SA
1054
6th Street Advisors
Alabama
-$346K -2,119 Closed
RB
1055
Renasant Bank
Mississippi
-$340K -2,094 Closed
PFA
1056
Pure Financial Advisors
California
-$328K -2,019 Closed
CII
1057
Capital International Inc
California
-$328K -2,016 Closed
PFM
1058
Patton Fund Management
Texas
-$322K -1,980 Closed
MWM
1059
Maridea Wealth Management
New York
-$314K -1,932 Closed
VAM
1060
Verity Asset Management
North Carolina
-$313K -1,928 Closed
NG
1061
Norden Group
Utah
-$310K -1,907 Closed
DE
1062
Diversified Enterprises
Delaware
-$310K -1,905 Closed
KWM
1063
KFG Wealth Management
Indiana
-$308K -1,897 Closed
SGAM
1064
Smith Group Asset Management
Texas
-$301K -1,850 Closed
Verition Fund Management
1065
Verition Fund Management
Connecticut
-$300K -1,848 Closed
DWP
1066
Daymark Wealth Partners
Ohio
-$299K -1,838 Closed
TCBWMS
1067
Texas Capital Bank Wealth Management Services
Texas
-$297K -1,830 Closed
SL
1068
Sentinus LLC
Illinois
-$290K -1,787 Closed
BWP
1069
Burling Wealth Partners
Illinois
-$289K -1,778 Closed
WDC
1070
Woodward Diversified Capital
California
-$287K -1,763 Closed
AWP
1071
Abacus Wealth Partners
California
-$286K -1,761 Closed
WA
1072
Wealth Alliance
New York
-$284K -1,746 Closed
SAI
1073
Savvy Advisors Inc
New York
-$279K -1,715 Closed
MWM
1074
MBE Wealth Management
Wisconsin
-$274K -1,688 Closed
MOS
1075
MGO One Seven
Ohio
-$271K -1,667 Closed