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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2126
Diversified
Delaware
– -$112K -446 Closed
AW
2127
Avion Wealth
Texas
– -$87K -391 Closed
BSSFA
2128
Baron Silver Stevens Financial Advisors
Florida
– -$84K -378 Closed
SIAG
2129
Safeguard Investment Advisory Group
California
– -$82K -370 Closed
TI
2130
tru Independence
Oregon
– -$76 -342 Closed
EA
2131
Emerald Advisers
Pennsylvania
– -$75K -335 Closed
BWM
2132
Birchcreek Wealth Management
Ohio
– -$71K -320 Closed
VCG
2133
Vantage Consulting Group
Virginia
– -$70K -315 Closed
SIM
2134
Seaview Investment Managers
Florida
– -$62K -282 Closed
CYG
2135
Clean Yield Group
Vermont
– -$63K -281 Closed
CT
2136
Clearstead Trust
Maine
– -$57K -256 Closed
FWM
2137
FSA Wealth Management
Massachusetts
– -$56K -250 Closed
NR
2138
Newfound Research
Massachusetts
– -$55K -245 Closed
CDIA
2139
Capital Directions Investment Advisors
Georgia
– -$46K -208 Closed
AS
2140
Altshuler Shaham
Israel
– -$39K -176 Closed
CWM
2141
Curi Wealth Management
North Carolina
– -$36K -163 Closed
LGA
2142
Lebenthal Global Advisors
New York
– -$28K -130 Closed
MSFP
2143
Mark Sheptoff Financial Planning
Connecticut
– -$22K -100 Closed
HGWM
2144
Harvest Group Wealth Management
Massachusetts
– -$11K -48 Closed
PS
2145
Planned Solutions
California
– -$7K -30 Closed
IA
2146
Inspire Advisors
Idaho
– -$6K -28 Closed
BHWM
2147
Bay Harbor Wealth Management
Maryland
– -$5K -22 Closed
KCM
2148
Kathmere Capital Management
Pennsylvania
– -$5K -21 Closed
DCM
2149
Disciplina Capital Management
Tennessee
– -$3.78K -17 Closed
HWM
2150
HighMark Wealth Management
Minnesota
– -$3K -14 Closed
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