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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
551
First Trust Direct Indexing
Massachusetts
– -$125K -1,729 Closed
FPCG
552
Fort Pitt Capital Group
Pennsylvania
– -$104K -1,443 Closed
ICP
553
Interchange Capital Partners
Pennsylvania
– -$48K -670 Closed
CCA
554
Childress Capital Advisors
Texas
– -$29K -372 Closed
PWM
555
Perigon Wealth Management
California
– -$24K -337 Closed
EA
556
Elm Advisors
California
– -$21K -295 Closed
NICM
557
Neo Ivy Capital Management
New York
– -$10K -144 Closed
DAM
558
Delta Asset Management
Tennessee
– -$9K -125 Closed
VCG
559
Vantage Consulting Group
Virginia
– -$8K -115 Closed
VAIA
560
Virtus Alternative Investment Advisers
Connecticut
– -$7K -93 Closed
PWPS
561
Pinnacle Wealth Planning Services
Ohio
– -$7K -90 Closed
IRC
562
Investors Research Corp
Georgia
– -$6K -84 Closed
SIAG
563
Safeguard Investment Advisory Group
California
– -$6K -84 Closed
ZB
564
Zions Bancorporation
Utah
– -$6K -84 Closed
HGWM
565
Harvest Group Wealth Management
Massachusetts
– -$4K -51 Closed
RPWA
566
Regent Peak Wealth Advisors
Georgia
– -$2K -34 Closed
FCH
567
Freestone Capital Holdings
Washington
– -$2.1K -29 Closed
UFF
568
USA Financial Formulas
Michigan
– -$2K -22 Closed
MCM
569
Manchester Capital Management
Vermont
– -$1K -12 Closed
SSWG
570
Seven Springs Wealth Group
Tennessee
– -$1K -10 Closed
JCM
571
Jacobi Capital Management
Pennsylvania
– -$639 -9 -90%
HI
572
Harbour Investments
Wisconsin
– +$142 +2 New
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