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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1151
Procyon Advisors
Connecticut
– -$230K -946 Closed
TC
1152
Tairen Capital
Hong Kong
– -$225K -925 Closed
USWIA
1153
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$224K -921 Closed
AC
1154
AlphaCore Capital
California
– -$218K -894 Closed
IFG
1155
Independent Financial Group
California
– -$215K -885 Closed
FAFN
1156
First Affirmative Financial Network
Colorado
– -$215K -883 Closed
VAG
1157
VisionPoint Advisory Group
Texas
– -$213K -875 Closed
WAG
1158
Wallace Advisory Group
California
– -$208K -859 Closed
ONB
1159
Old National Bancorp
Indiana
– -$203K -835 Closed
FFM
1160
Forum Financial Management
Illinois
– -$202K -833 Closed
CWA
1161
Clarity Wealth Advisors
California
– -$200K -824 Closed
DT
1162
Diversified Trust
Tennessee
– -$200K -824 Closed
KIM
1163
Kestra Investment Management
Texas
– -$150K -620 Closed
OWA
1164
Opal Wealth Advisors
New York
– -$77.5K -319 Closed
IIM
1165
Intact Investment Management
Quebec, Canada
– -$72.9K -300 Closed
HWM
1166
HighMark Wealth Management
Minnesota
– -$60.3K -248 Closed
NC
1167
NewSquare Capital
Pennsylvania
– -$26.2K -108 Closed
AWM
1168
Atticus Wealth Management
Florida
– -$21.9K -90 Closed
TPWA
1169
Twin Peaks Wealth Advisors
California
– -$19.7K -75 Closed
SO
1170
Sierra Ocean
California
– -$14.4K -59 Closed
BFPW
1171
BOK Financial Private Wealth
Colorado
– -$10.7K -44 Closed
PSFG
1172
Park Square Financial Group
Georgia
– -$6.8K -28 Closed
CCMI
1173
Creative Capital Management Investments
California
– -$4.86K -20 Closed
WCM
1174
WealthTrak Capital Management
Virginia
– -$3.16K -13 Closed
MTIC
1175
Missouri Trust & Investment Company
Missouri
– -$2.67K -11 Closed
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