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Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1351
Eagle Strategies
New York
– -$421K -9,277 Closed
DM
1352
Deerfield Management
New York
– -$398K -8,774 Closed
EW
1353
Evoke Wealth
California
– -$397K -8,744 Closed
BCCM
1354
Bridge Creek Capital Management
Massachusetts
– -$385K -8,490 Closed
BDWCC
1355
B&D White Capital Company
Texas
– -$366K -8,078 Closed
AWAG
1356
ARS Wealth Advisors Group
Florida
– -$353K -7,776 Closed
IPW
1357
Impact Partnership Wealth
Georgia
– -$335K -7,393 Closed
CWA
1358
CM Wealth Advisors
Ohio
– -$334K -7,373 Closed
RIA
1359
Regal Investment Advisors
Michigan
– -$330K -7,285 Closed
UAG
1360
United Advisor Group
Ohio
– -$302K -6,669 Closed
SRL
1361
Scientech Research LLC
New Jersey
– -$302K -6,650 Closed
MCM
1362
Mengis Capital Management
Oregon
– -$280K -6,181 Closed
AAIS
1363
ABN AMRO Investment Solutions
– -$276K -6,079 Closed
AAB
1364
ABN AMRO Bank
Netherlands
– -$271K -5,970 Closed
CA
1365
Carson Advisory
Georgia
– -$265K -5,851 Closed
NL
1366
NWAM LLC
Washington
– -$239K -5,282 Closed
FHA
1367
Flagship Harbor Advisors
Massachusetts
– -$239K -5,271 Closed
RCG
1368
Regatta Capital Group
California
– -$232K -5,125 Closed
RBC
1369
Romano Brothers & Co
Illinois
– -$226K -4,977 Closed
PFM
1370
Patton Fund Management
Texas
– -$211K -4,649 Closed
WANY
1371
Wealthspire Advisors (New York)
New York
– -$210K -4,627 Closed
LWL
1372
Leo Wealth LLC
Texas
– -$210K -4,621 Closed
OWP
1373
Obermeyer Wealth Partners
Colorado
– -$208K -4,595 Closed
SMH
1374
Sanders Morris Harris
Texas
– -$208K -4,590 Closed
BL
1375
Balentine LLC
Georgia
– -$200K -4,415 Closed
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