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Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1501
Kavar Capital Partners Group
Kansas
– -$193K -1,274 Closed
DWM
1502
Destination Wealth Management
California
– -$180K -1,185 Closed
YWP
1503
YorkBridge Wealth Partners
New York
– -$178K -1,170 Closed
OIA
1504
OneDigital Investment Advisors
Kansas
– -$160K -1,054 Closed
PCP
1505
Proficio Capital Partners
Massachusetts
– -$135K -889 Closed
AWM
1506
Apollon Wealth Management
South Carolina
– -$124K -818 Closed
AI
1507
ArchPoint Investors
Florida
– -$117K -772 Closed
DWM
1508
Doyle Wealth Management
Florida
– -$103K -677 Closed
DSC
1509
Duncker Streett & Co
Missouri
– -$77K -505 Closed
SFG
1510
SevenBridge Financial Group
Pennsylvania
– -$74K -485 Closed
MUS
1511
Mitsubishi UFJ Securities
Japan
– -$67K -440 Closed
IWA
1512
IBEX Wealth Advisors
New Jersey
– -$63K -421 Closed
GFPC
1513
Global Financial Private Capital
Florida
– -$61K -400 Closed
GAM
1514
Griffin Asset Management
New York
– -$55K -360 Closed
MF
1515
Manchester Financial
California
– -$50K -328 Closed
TNBTD
1516
Trustmark National Bank Trust Department
Mississippi
– -$33K -215 Closed
SQA
1517
Simon Quick Advisors
New Jersey
– -$25.8K -170 Closed
W
1518
WealthStone
Ohio
– -$19.9K -131 Closed
CFA
1519
Camarda Financial Advisors
Florida
– -$16K -108 Closed
TAIM
1520
TD Ameritrade Investment Management
Nebraska
– -$11K -74 Closed
PSC
1521
Piper Sandler & Co
Minnesota
– -$6K -38 Closed
LFG
1522
LifePlan Financial Group
Ohio
– -$3K -23 Closed
TFA
1523
Transamerica Financial Advisors
Florida
– -$2K -9 Closed
FIA
1524
FNY Investment Advisers
New York
– +$152 +1 New
OSAM
1525
O'Shaughnessy Asset Management
Connecticut
– +$152 +1 +50%
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