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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
901
One Wealth Advisors
California
– -$220K -1,276 Closed
DS
902
DRW Securities
Illinois
– -$212K -1,232 Closed
CWS
903
Cypress Wealth Services
California
– -$247K -1,190 Closed
QI
904
QS Investors
New York
– -$173K -1,000 Closed
KWM
905
Keebeck Wealth Management
Illinois
– -$135K -784 Closed
PHK
906
Point72 Hong Kong
Hong Kong
– -$132K -767 Closed
WR
907
Watson Rebecca
– -$103K -600 Closed
AWM
908
Apollon Wealth Management
South Carolina
– -$74K -432 Closed
MIFH
909
Migdal Insurance & Financial Holdings
Israel
– -$63K -368 Closed
WT
910
Whittier Trust
California
– -$30K -175 Closed
BL
911
Balentine LLC
Georgia
– -$27K -157 Closed
KPW
912
Kore Private Wealth
New York
– -$25K -147 Closed
MWA
913
MFA Wealth Advisors
Pennsylvania
– -$22.2K -129 Closed
SF
914
Synovus Financial
Georgia
– -$20K -118 Closed
GWMIA
915
Global Wealth Management Investment Advisory
Florida
– -$19K -110 Closed
AF
916
Allworth Financial
California
– -$17K -100 Closed
CWC
917
Carolinas Wealth Consulting
North Carolina
– -$17K -100 Closed
FWM
918
Focused Wealth Management
New York
– -$17K -100 Closed
PFO
919
Pathstone Family Office
New Jersey
– -$17K -100 Closed
RDWM
920
Red Door Wealth Management
Tennessee
– -$16K -96 Closed
CCA
921
Column Capital Advisors
Indiana
– -$13K -77 Closed
DTIM
922
Danda Trouve Investment Management
Kansas
– -$10K -60 Closed
YAL
923
Your Advocates Ltd
Texas
– -$9K -50 Closed
PA
924
Procyon Advisors
Connecticut
– -$8K -44 Closed
EWP
925
Engrave Wealth Partners
Texas
– -$6K -35 Closed
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