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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1601
Demars Financial Group
Washington
– -$339K -1,138 Closed
SFG
1602
SageGuard Financial Group
Tennessee
– -$339K -1,138 Closed
CWM
1603
Chesapeake Wealth Management
Virginia
– -$335K -1,124 Closed
KCM
1604
Kanawha Capital Management
Virginia
– -$327K -1,095 Closed
QI
1605
Qtron Investments
Massachusetts
– -$322K -1,081 Closed
UBV
1606
United Bank (Virginia)
Virginia
– -$315K -1,055 Closed
YIH
1607
Y-Intercept (HK)
Hong Kong
– -$300K -1,006 Closed
ACP
1608
Aviance Capital Partners
Florida
– -$291K -974 Closed
WFI
1609
West Family Investments
California
– -$281K -943 Closed
PRWA
1610
Platte River Wealth Advisors
Colorado
– -$274K -920 Closed
PFA
1611
Pinnacle Family Advisors
Missouri
– -$270K -907 Closed
SIP
1612
Stoneridge Investment Partners
Pennsylvania
– -$268K -897 Closed
SCM
1613
Sitrin Capital Management
California
– -$266K -890 Closed
FCIM
1614
Fairview Capital Investment Management
California
– -$264K -885 Closed
JPG
1615
Jordan Park Group
California
– -$264K -885 Closed
DC
1616
Diametric Capital
Massachusetts
– -$264K -884 Closed
LW
1617
Linscomb Wealth
Texas
– -$261K -876 Closed
NB
1618
Northwest Bancshares
Pennsylvania
– -$259K -868 Closed
OPWM
1619
Oxinas Partners Wealth Management
Indiana
– -$259K -867 Closed
SFA
1620
Sequoia Financial Advisors
Ohio
– -$258K -865 Closed
AFAS
1621
Acorn Financial Advisory Services
Virginia
– -$257K -863 Closed
TA
1622
Tiedemann Advisors
New York
– -$257K -863 Closed
APWM
1623
Atlas Private Wealth Management
New York
– -$257K -862 Closed
HCM
1624
Hollencrest Capital Management
California
– -$256K -859 Closed
BCA
1625
Biltmore Capital Advisors
New Jersey
– -$255K -856 Closed
63 64
65
66 67