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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1051
QS Investors
New York
– -$227K -1,022 Closed
CWM
1052
Centric Wealth Management
Illinois
– -$226K -1,016 Closed
CW
1053
CreativeOne Wealth
Kansas
– -$225K -1,014 Closed
AO
1054
Advisor OS
Illinois
– -$223K -1,011 Closed
MGIM
1055
M&G Investment Management
United Kingdom
– -$223K -1,005 Closed
SW
1056
SlateStone Wealth
Florida
– -$222K -1,000 Closed
TA
1057
Trivest Advisors
Hong Kong
– -$222K -1,000 Closed
LCH
1058
Lee Capital Holdings
New York
– -$219K -985 Closed
GLA
1059
Great Lakes Advisors
Illinois
– -$215K -969 Closed
B
1060
Barings
North Carolina
– -$212K -955 Closed
DWM
1061
Dorchester Wealth Management
Quebec, Canada
– -$212K -955 Closed
KCM
1062
Karp Capital Management
California
– -$212K -952 Closed
OWA
1063
One Wealth Advisors
California
– -$211K -950 Closed
FRM
1064
Fox Run Management
Connecticut
– -$211K -949 Closed
ISL
1065
Ingalls & Snyder LLC
New York
– -$201K -904 Closed
CG
1066
Clarus Group
Texas
– -$226K -857 Closed
GLLW
1067
Graves Light Lenhart Wealth
Virginia
– -$129K -579 Closed
ICP
1068
Interchange Capital Partners
Pennsylvania
– -$112K -506 Closed
RPWA
1069
Regent Peak Wealth Advisors
Georgia
– -$91K -408 Closed
DSC
1070
Duncker Streett & Co
Missouri
– -$89K -400 Closed
JGIA
1071
Jackson Grant Investment Advisers
Connecticut
– -$77K -345 Closed
CYG
1072
Clean Yield Group
Vermont
– -$67K -300 Closed
IA
1073
Inspire Advisors
Idaho
– -$67K -300 Closed
SIAG
1074
Safeguard Investment Advisory Group
California
– -$66K -300 Closed
SOADOR
1075
State of Alaska Department of Revenue
Alaska
– -$64K -289 Closed
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