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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1151
Hohimer Wealth Management
Washington
– -$252K -978 Closed
BSW
1152
Buckingham Strategic Wealth
Missouri
– -$251K -974 Closed
RI
1153
Ridgewood Investments
New Jersey
– -$245K -950 Closed
CWM
1154
Centric Wealth Management
Illinois
– -$242K -941 Closed
CA
1155
Calton & Associates
Florida
– -$240K -934 Closed
SVWAG
1156
Sound View Wealth Advisors Group
Georgia
– -$240K -934 Closed
MS
1157
Maven Securities
Jersey
– -$240K -931 Closed
WFI
1158
West Family Investments
California
– -$237K -919 Closed
IC
1159
Inscription Capital
Texas
– -$232K -902 Closed
WF
1160
Welch & Forbes
Massachusetts
– -$231K -895 Closed
CA
1161
Continuum Advisory
Idaho
– -$229K -891 Closed
FANJ
1162
Financial Architects (New Jersey)
New Jersey
– -$228K -886 Closed
AFP
1163
Ausdal Financial Partners
Iowa
– -$228K -885 Closed
EMFAT
1164
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$228K -885 Closed
MLFP
1165
MPS Loria Financial Planners
Illinois
– -$226K -881 Closed
FTDI
1166
First Trust Direct Indexing
Massachusetts
– -$225K -873 Closed
SMC
1167
Smith, Moore & Co
Missouri
– -$224K -870 Closed
CAGAS
1168
Capital Advisory Group Advisory Services
Minnesota
– -$222K -862 Closed
BMCM
1169
Burns Matteson Capital Management
New York
– -$215K -837 Closed
BC
1170
Burney Company
Virginia
– -$214K -832 Closed
RA
1171
Riversedge Advisors
Delaware
– -$212K -825 Closed
HL
1172
HeadInvest LLC
Maine
– -$212K -822 Closed
LA
1173
Latitude Advisors
Florida
– -$209K -812 Closed
PWM
1174
Peterson Wealth Management
Nevada
– -$207K -805 Closed
ER
1175
Enlightenment Research
Florida
– -$206K -800 Closed
45 46
47
48 49