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Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
1676
Thurston Springer Miller Herd & Titak
Indiana
– -$158K -14,542 Closed
RCG
1677
Regatta Capital Group
California
– -$144K -13,228 Closed
FPW
1678
Fairvoy Private Wealth
Alabama
– -$143K -13,188 Closed
SIC
1679
Sterling Investment Counsel
New York
– -$143K -13,160 Closed
BAM
1680
Brave Asset Management
New Jersey
– -$137K -12,649 Closed
LWM
1681
Lyell Wealth Management
California
– -$137K -12,607 Closed
CC
1682
Corton Capital
Ontario, Canada
– -$129K -11,899 Closed
PM
1683
Penbrook Management
New York
– -$125K -11,500 Closed
CWS
1684
Confluence Wealth Services
Pennsylvania
– -$124K -11,419 Closed
FIM
1685
Freedom Investment Management
Connecticut
– -$123K -11,320 Closed
FAM
1686
Formidable Asset Management
Ohio
– -$113K -11,289 Closed
NG
1687
Norden Group
Utah
– -$120K -11,046 Closed
SFC
1688
SYM Financial Corp
Indiana
– -$119K -10,965 Closed
NC
1689
NewSquare Capital
Pennsylvania
– -$36.9K -10,914 Closed
SWM
1690
Selective Wealth Management
Virginia
– -$127K -10,757 Closed
FMN
1691
Financial Management Network
California
– -$127K -10,738 Closed
WTB
1692
Washington Trust Bank
Washington
– -$116K -10,683 Closed
CICI
1693
Capital Investment Counsel Inc
North Carolina
– -$115K -10,614 Closed
RDWM
1694
Red Door Wealth Management
Tennessee
– -$115K -10,556 Closed
B
1695
Bensler
Washington
– -$112K -10,345 Closed
SWM
1696
Segment Wealth Management
Texas
– -$111K -10,188 Closed
EW
1697
Evoke Wealth
California
– -$110K -10,131 Closed
LGWM
1698
Litman Gregory Wealth Management
California
– -$110K -10,125 Closed
LNWTC
1699
Laird Norton Wetherby Trust Company
Washington
– -$109K -10,000 Closed
GM
1700
GeoWealth Management
Illinois
– -$85.1K -7,843 Closed
66 67
68
69 70