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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1701
One Wealth Advisors
California
– -$69.6K -1,334 Closed
EC
1702
Elequin Capital
New York
– -$67.2K -1,287 Closed
KC
1703
Kenfarb & Co
Kentucky
– -$52.4K -1,003 Closed
EE
1704
EWG Elevate
California
– -$50.7K -971 Closed
MS
1705
Marshall & Sullivan
Washington
– -$45.2K -865 Closed
BG
1706
Bollard Group
Massachusetts
– -$43K -828 Closed
KI
1707
Kapitalo Investimentos
Brazil
– -$31.5K -774 Closed
SVCP
1708
Silicon Valley Capital Partners
California
– -$31.4K -602 Closed
MS
1709
Madden Securities
Texas
– -$28.5K -546 Closed
AC
1710
Addenda Capital
Quebec, Canada
– -$26.2K -501 Closed
FWA
1711
Freedom Wealth Alliance
Wisconsin
– -$17.3K -332 Closed
MFC
1712
Mechanics Financial Corp
Ohio
– -$15K -284 Closed
CAS
1713
Coppell Advisory Solutions
Texas
– -$13.7K -263 Closed
CASC
1714
Coppell Advisory Solutions Corp
Texas
– -$13.7K -263 Closed
DIP
1715
DT Investment Partners
Pennsylvania
– -$13.7K -262 Closed
SC
1716
Sierra Capital
Florida
– -$13K -257 Closed
DWP
1717
Destiny Wealth Partners
Florida
– -$12.2K -233 Closed
MSCM
1718
McElhenny Sheffield Capital Management
Texas
– -$10.6K -204 Closed
CIM
1719
Contravisory Investment Management
Massachusetts
– -$10.5K -201 Closed
KSWA
1720
Kathleen S. Wright Associates
Pennsylvania
– -$9K -161 Closed
RWPA
1721
Richard W. Paul & Associates
Michigan
– -$8.38K -161 Closed
MPCL
1722
My Personal CFO LLC
Washington
– -$6.88K -132 Closed
LWP
1723
Laurel Wealth Planning
Minnesota
– -$6.54K -125 Closed
MS
1724
Mizuho Securities
Japan
– -$5.45K -104 Closed
LS
1725
Leelyn Smith
Illinois
– -$4.36K -83 Closed
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