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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1651
Primoris Wealth Advisors
Florida
– -$558K -9,457 Closed
JCM
1652
Jacobi Capital Management
Pennsylvania
– -$540K -9,172 Closed
RWM
1653
Ritholtz Wealth Management
New York
– -$539K -9,152 Closed
ER
1654
Enlightenment Research
Florida
– -$538K -9,149 Closed
MSFS
1655
Main Street Financial Solutions
Pennsylvania
– -$523K -8,891 Closed
W
1656
WealthOne
New York
– -$498K -8,467 Closed
PP
1657
Pegasus Partners
Wisconsin
– -$488K -8,284 Closed
CCMG
1658
Clark Capital Management Group
Pennsylvania
– -$473K -8,032 Closed
PL
1659
Pluribus Labs
California
– -$468K -7,947 Closed
FPB
1660
First PREMIER Bank
South Dakota
– -$467K -7,932 Closed
KM
1661
Kalos Management
Georgia
– -$531K -7,915 Closed
CWM
1662
Cornerstone Wealth Management
Missouri
– -$462K -7,873 Closed
RFMS
1663
RWQ Financial Management Services
Florida
– -$453K -7,704 Closed
ETI
1664
Enterprise Trust & Investment
California
– -$451K -7,660 Closed
EA
1665
Eclectic Associates
California
– -$429K -7,282 Closed
CBT
1666
CoreFirst Bank & Trust
Kansas
– -$421K -7,159 Closed
NIM
1667
NuWave Investment Management
New Jersey
– -$420K -7,136 Closed
BOTW
1668
Bank of the West
California
– -$416K -7,061 Closed
BFO
1669
Biltmore Family Office
North Carolina
– -$415K -7,040 Closed
HVIA
1670
Hudson Valley Investment Advisors
New York
– -$409K -6,944 Closed
VWM
1671
Vigilare Wealth Management
Arizona
– -$407K -6,908 Closed
MC
1672
Manteio Capital
New Jersey
– -$381K -6,472 Closed
SFS
1673
Security Financial Services
Indiana
– -$374K -6,359 Closed
FIM
1674
Freedom Investment Management
Connecticut
– -$373K -6,332 Closed
IA
1675
IFG Advisory
Georgia
– -$372K -6,324 Closed
65 66
67
68 69