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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1126
Opal Wealth Advisors
New York
– -$58.2K -358 Closed
SC
1127
Steph & Co
Wisconsin
– -$53.3K -328 Closed
BOJHT
1128
Bank of Jackson Hole Trust
Wyoming
– -$47.1K -290 Closed
RFP
1129
Root Financial Partners
California
– -$37.5K -231 Closed
CW
1130
Curio Wealth
Maryland
– -$32.8K -202 Closed
WPA
1131
Wealth Preservation Advisors
Tennessee
– -$30.1K -185 Closed
GSEP
1132
Golden State Equity Partners
California
– -$22.6K -138 Closed
FPB
1133
First PREMIER Bank
South Dakota
– -$22K -135 Closed
TPWA
1134
Twin Peaks Wealth Advisors
California
– -$14.1K -87 Closed
SR
1135
Swiss Re
Switzerland
– -$8.29K -51 Closed
AG
1136
AmeriFlex Group
Nevada
– -$8.12K -50 Closed
SMBT
1137
Southern Michigan Bank & Trust
Michigan
– -$8.12K -50 Closed
VR
1138
Vision Retirement
New Jersey
– -$8.12K -50 Closed
AGWCA
1139
Annis Gardner Whiting Capital Advisors
Florida
– -$7.99K -49 Closed
FPF
1140
First Pacific Financial
Washington
– -$7.64K -47 Closed
TGY2IT
1141
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$6.66K -41 Closed
FFL
1142
Financial Freedom LLC
Ohio
– -$6.5K -40 Closed
KAS
1143
Kemnay Advisory Services
New York
– -$6.34K -39 Closed
GAAM
1144
Guinness Atkinson Asset Management
California
– -$5.85K -36 Closed
DI
1145
DAGCO Inc
Ohio
– -$4.71K -29 Closed
CI
1146
Clal Insurance
Israel
– -$4K -27 Closed
LFA
1147
LGT Financial Advisors
Texas
– -$3.63K -22 Closed
HNW
1148
High Note Wealth
Minnesota
– -$3.09K -19 Closed
JGIA
1149
Jackson Grant Investment Advisers
Connecticut
– -$2.11K -13 Closed
WSFG
1150
Wall Street Financial Group
Illinois
– -$1.95K -12 Closed