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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
751
Principal Securities
Iowa
– -$127K -551 Closed
WANY
752
Wealthspire Advisors (New York)
New York
– -$108K -472 Closed
RA
753
Rise Advisors
New York
– -$38.6K -168 Closed
NFSG
754
Newbridge Financial Services Group
Florida
– -$28.2K -122 Closed
GAG
755
Goodman Advisory Group
Massachusetts
– -$19.1K -83 Closed
JWM
756
JPL Wealth Management
Colorado
– -$17.9K -78 Closed
MTC
757
Matrix Trust Company
Colorado
– -$17K -72 Closed
MSG
758
Main Street Group
Virginia
– -$11.5K -50 Closed
PTC
759
Private Trust Company
Ohio
– -$10.1K -44 Closed
MAM
760
Marquette Asset Management
Minnesota
– -$4.83K -21 Closed
MNA
761
Manning & Napier Advisors
New York
– -$3.45K -15 Closed
AUB
762
Atlantic Union Bankshares
Virginia
– -$3.22K -14 Closed
CCM
763
Cloud Capital Management
Washington
– -$2K -10 Closed
PPA
764
Painted Porch Advisors
California
– -$2.3K -10 Closed
IWM
765
IMG Wealth Management
Florida
– -$1.61K -7 Closed
TIM
766
Tortoise Investment Management
New York
– -$1.61K -7 Closed
WA
767
WPG Advisers
Maryland
– -$1.38K -6 Closed
SS
768
Sunbelt Securities
Texas
– -$1.15K -5 Closed
BIM
769
Breakwater Investment Management
Washington
– -$460 -2 Closed
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