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Name Holding Trade Value Shares
Change 		Change in
Stake
DM
1351
Deerfield Management
New York
– -$398K -8,774 Closed
EW
1352
Evoke Wealth
California
– -$397K -8,744 Closed
BCCM
1353
Bridge Creek Capital Management
Massachusetts
– -$385K -8,490 Closed
BDWCC
1354
B&D White Capital Company
Texas
– -$366K -8,078 Closed
AWAG
1355
ARS Wealth Advisors Group
Florida
– -$353K -7,776 Closed
IPW
1356
Impact Partnership Wealth
Georgia
– -$335K -7,393 Closed
CWA
1357
CM Wealth Advisors
Ohio
– -$334K -7,373 Closed
RIA
1358
Regal Investment Advisors
Michigan
– -$330K -7,285 Closed
UAG
1359
United Advisor Group
Ohio
– -$302K -6,669 Closed
SRL
1360
Scientech Research LLC
New Jersey
– -$302K -6,650 Closed
MCM
1361
Mengis Capital Management
Oregon
– -$280K -6,181 Closed
AAIS
1362
ABN AMRO Investment Solutions
– -$276K -6,079 Closed
AAB
1363
ABN AMRO Bank
Netherlands
– -$271K -5,970 Closed
CA
1364
Carson Advisory
Georgia
– -$265K -5,851 Closed
NL
1365
NWAM LLC
Washington
– -$239K -5,282 Closed
FHA
1366
Flagship Harbor Advisors
Massachusetts
– -$239K -5,271 Closed
RCG
1367
Regatta Capital Group
California
– -$232K -5,125 Closed
RBC
1368
Romano Brothers & Co
Illinois
– -$226K -4,977 Closed
PFM
1369
Patton Fund Management
Texas
– -$211K -4,649 Closed
WANY
1370
Wealthspire Advisors (New York)
New York
– -$210K -4,627 Closed
LWL
1371
Leo Wealth LLC
Texas
– -$210K -4,621 Closed
OWP
1372
Obermeyer Wealth Partners
Colorado
– -$208K -4,595 Closed
SMH
1373
Sanders Morris Harris
Texas
– -$208K -4,590 Closed
BL
1374
Balentine LLC
Georgia
– -$200K -4,415 Closed
PAM
1375
Paradigm Asset Management
New York
– -$188K -4,150 Closed
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