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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2076
Bison Wealth
Georgia
– -$320K -1,437 Closed
SEP
2077
Southland Equity Partners
Missouri
– -$301K -1,352 Closed
MIA
2078
MainStreet Investment Advisors
Illinois
– -$296K -1,329 Closed
CFO
2079
Collective Family Office
Pennsylvania
– -$291K -1,306 Closed
RWA
2080
RGT Wealth Advisors
Texas
– -$290K -1,305 Closed
AC
2081
Apogem Capital
New York
– -$290K -1,303 Closed
WIA
2082
World Investment Advisors
California
– -$300K -1,250 Closed
UIA
2083
UBP Investment Advisors
Switzerland
– -$267K -1,200 Closed
DS
2084
DRW Securities
Illinois
– -$265K -1,191 Closed
MFS
2085
Madrona Financial Services
Washington
– -$261K -1,174 Closed
QC
2086
QCM Cayman
Texas
– -$261K -1,173 Closed
CBFP
2087
Cedar Brook Financial Partners
Ohio
– -$258K -1,160 Closed
WA
2088
WESPAC Advisors
California
– -$247K -1,111 Closed
RI
2089
Ridgewood Investments
New Jersey
– -$279K -1,109 Closed
HTC
2090
Haverford Trust Company
Pennsylvania
– -$243K -1,092 Closed
SW
2091
SlateStone Wealth
Florida
– -$243K -1,090 Closed
SFP
2092
Strategic Financial Planning
Texas
– -$233K -1,049 Closed
GAG
2093
GM Advisory Group
New York
– -$232K -1,042 Closed
PAA
2094
Peregrine Asset Advisers
Oregon
– -$227K -1,022 Closed
IAP
2095
Indie Asset Partners
Indiana
– -$225K -1,010 Closed
BCA
2096
Biltmore Capital Advisors
New Jersey
– -$224K -1,006 Closed
OCM
2097
Oakwood Capital Management
California
– -$224K -1,005 Closed
MWM
2098
Modera Wealth Management
New Jersey
– -$218K -980 Closed
BAM
2099
Bruderman Asset Management
New York
– -$218K -978 Closed
FFA
2100
Founders Financial Alliance
North Carolina
– -$219K -976 Closed
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