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Concentrix
CNXC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Centerpoint Advisors
Massachusetts
– -$9K -347 Closed
ACA
327
Atlas Capital Advisors
Wyoming
– -$7.52K -275 Closed
QT
328
Quantbot Technologies
New York
– -$7.11K -260 Closed
AA
329
Ancora Advisors
Ohio
– -$4.49K -164 Closed
W
330
WealthCollab
Washington
– -$3.53K -129 Closed
TWM
331
TopTier Wealth Management
Wisconsin
– -$3.01K -110 Closed
SSG
332
Summit Securities Group
New York
– -$2.11K -77 Closed
TPCW
333
TD Private Client Wealth
New York
– -$1.53K -56 Closed
KG
334
Kilter Group
New York
– -$1.15K -42 Closed
BGAI
335
Bruce G. Allen Investments
Colorado
– -$1.09K -40 Closed
RFP
336
Root Financial Partners
California
– -$1.09K -40 Closed
WA
337
Whipplewood Advisors
Colorado
– -$657 -24 Closed
SHIM
338
Stone House Investment Management
Pennsylvania
– -$575 -21 Closed
FC
339
Financial Consulate
Maryland
– -$493 -18 Closed
PMAM
340
Picton Mahoney Asset Management
Ontario, Canada
– -$465 -17 Closed
HWP
341
Highline Wealth Partners
California
– -$438 -16 Closed
CA
342
Clearstead Advisors
Ohio
– -$411 -15 Closed
GSEP
343
Golden State Equity Partners
California
– -$414 -15 Closed
WA
344
Walsh & Associates
Florida
– -$219 -8 Closed
AGWCA
345
Annis Gardner Whiting Capital Advisors
Florida
– -$110 -4 Closed
CFO
346
CVA Family Office
Colorado
– -$55 -2 Closed
RWM
347
Raffa Wealth Management
District of Columbia
– -$27 -1 Closed
NWM
348
Navigoe Wealth Management
California
– +$26 +1 New
10 11 12 13
14