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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1176
Lineweaver Wealth Advisors
Ohio
– -$203K -792 Closed
FPA
1177
First Pacific Advisors
California
– -$203K -790 Closed
BFA
1178
Benedict Financial Advisors
Georgia
– -$203K -787 Closed
KWM
1179
Keebeck Wealth Management
Illinois
– -$202K -784 Closed
AWA
1180
Arkadios Wealth Advisors
Georgia
– -$167K -652 Closed
WLPWM
1181
Walled Lake Planning & Wealth Management
Illinois
– -$167K -647 Closed
FCM
1182
Firestone Capital Management
Florida
– -$151K -541 Closed
CFA
1183
Cahill Financial Advisors
Minnesota
– -$133K -516 Closed
APP
1184
Alpha Paradigm Partners
Illinois
– -$127K -495 Closed
WOSD
1185
WFA of San Diego
California
– -$119K -464 Closed
MAM
1186
Meeder Asset Management
Ohio
– -$86K -333 Closed
KIG
1187
Kowal Investment Group
Wisconsin
– -$81K -315 Closed
GRP
1188
Global Retirement Partners
California
– -$78K -303 Closed
PVH
1189
Psagot Value Holdings
Israel
– -$77K -300 Closed
JCM
1190
Jacobi Capital Management
Pennsylvania
– -$63K -245 Closed
WT
1191
Whittier Trust
California
– -$62K -239 Closed
CI
1192
CX Institutional
Indiana
– -$51K -200 Closed
HA
1193
Herold Advisors
New York
– -$51K -200 Closed
LWM
1194
Liberty Wealth Management
California
– -$35K -136 Closed
FQ
1195
First Quadrant
California
– -$34K -132 Closed
NC
1196
NewSquare Capital
Pennsylvania
– -$28K -110 Closed
BC
1197
Bartlett & Co
Ohio
– -$26K -100 Closed
BCWM
1198
Bartlett & Co Wealth Management
Ohio
– -$25.7K -100 Closed
CFN
1199
Cordasco Financial Network
Florida
– -$26K -100 Closed
FWM
1200
Focused Wealth Management
New York
– -$22.8K -100 -97%
46 47
48
49 50