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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1676
Cooper Financial Group
California
– -$220K -849 Closed
EWM
1677
Executive Wealth Management
Michigan
– -$220K -848 Closed
PFT
1678
Providence First Trust
Arizona
– -$218K -840 Closed
YWP
1679
YorkBridge Wealth Partners
New York
– -$214K -825 Closed
CRWM
1680
Castle Rock Wealth Management
California
– -$201K -791 Closed
BS
1681
Banco Santander
Spain
– -$203K -783 Closed
JMF
1682
Johnson Midwest Financial
Iowa
– -$163K -627 Closed
LGA
1683
Lebenthal Global Advisors
New York
– -$128K -494 Closed
PFO
1684
Pathstone Family Office
New Jersey
– -$94K -363 Closed
IFAM
1685
Institutional & Family Asset Management
Colorado
– -$90K -347 Closed
MIM
1686
Merrion Investment Management
New Jersey
– -$65K -250 Closed
TPWA
1687
TRUE Private Wealth Advisors
Oregon
– -$62K -242 Closed
AWG
1688
Altus Wealth Group
Colorado
– -$51K -196 Closed
SIAG
1689
Safeguard Investment Advisory Group
California
– -$49K -189 Closed
NWA
1690
Navis Wealth Advisors
New York
– -$47K -180 Closed
CCA
1691
Childress Capital Advisors
Texas
– -$40K -153 Closed
SIAG
1692
Signet Investment Advisory Group
Rhode Island
– -$39K -150 Closed
SFG
1693
Sowa Financial Group
Rhode Island
– -$39K -150 Closed
VCG
1694
Vantage Consulting Group
Virginia
– -$36K -137 Closed
CWM
1695
Curi Wealth Management
North Carolina
– -$31K -122 Closed
RWB
1696
RMR Wealth Builders
New Jersey
– -$27K -103 Closed
PS
1697
Planned Solutions
California
– -$26K -100 Closed
BSSFA
1698
Baron Silver Stevens Financial Advisors
Florida
– -$19K -75 Closed
FPCG
1699
Fort Pitt Capital Group
Pennsylvania
– -$19K -75 Closed
BHWM
1700
Bay Harbor Wealth Management
Maryland
– -$17K -65 Closed
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