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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3626
Cumberland Advisors
Florida
– -$202K -1,290 Closed
RWRC
3627
R.W. Roge & Company
New York
– -$201K -1,290 Closed
ASC
3628
Atalanta Sosnoff Capital
New York
– -$202K -1,289 Closed
LPP
3629
Life Planning Partners
Florida
– -$201K -1,284 Closed
GSC
3630
Ground Swell Capital
South Carolina
– -$200K -1,280 Closed
CWAF
3631
Core Wealth Advisors (Florida)
Florida
– -$200K -1,279 Closed
SFS
3632
Symphony Financial Services
Ohio
– -$266K -1,201 Closed
RWMG
3633
Redwood Wealth Management Group
New Jersey
– -$161K -1,029 Closed
HFS
3634
HBC Financial Services
Washington
– -$157K -1,000 Closed
SSG
3635
Summit Securities Group
New York
– -$149K -1,000 Closed
CM
3636
Capula Management
Cayman Islands
– -$116K -779 Closed
T
3637
TOBAM
France
– -$94K -600 Closed
OCM
3638
Orion Capital Management
California
– -$93.1K -595 Closed
SP
3639
SWS Partners
Ohio
– -$81.6K -521 Closed
CB
3640
Chris Bulman
California
– -$75.9K -485 Closed
VAG
3641
VisionPoint Advisory Group
Texas
– -$52.4K -335 Closed
NOI
3642
Newton One Investments
Delaware
– -$49K -313 Closed
KIG
3643
Kessler Investment Group
Indiana
– -$19.6K -125 Closed
HH
3644
HWG Holdings
Texas
– -$13.3K -85 Closed
LFA
3645
Legend Financial Advisors
Pennsylvania
– -$12.5K -80 Closed
TJHA
3646
Thomas J. Herzfeld Advisors
Florida
– -$2.35K -15 Closed
SWP
3647
SIMA Wealth Partners
Virginia
– -$1.09K -7 Closed
IC
3648
Innealta Capital
Texas
– -$469 -3 Closed
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