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HSBC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
451
ExodusPoint Capital Management
New York
– -$262K -6,608 Closed
RWP
452
RWA Wealth Partners
Massachusetts
– -$230K -5,806 Closed
PMG
453
ProVise Management Group
Florida
– -$213K -5,374 Closed
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
– -$202K -5,108 Closed
OSAM
455
O'Shaughnessy Asset Management
Connecticut
– -$176K -4,448 Closed
ER
456
Enlightenment Research
Florida
– -$140K -3,526 Closed
WANY
457
Wealthspire Advisors (New York)
New York
– -$89K -2,236 Closed
BL
458
Balentine LLC
Georgia
– -$74K -1,864 Closed
IFAM
459
Institutional & Family Asset Management
Colorado
– -$71K -1,784 Closed
LNB
460
Ledyard National Bank
– -$31K -770 Closed
SSB
461
Sandy Spring Bank
Maryland
– -$20K -517 Closed
DWA
462
Dougherty Wealth Advisers
Minnesota
– -$19K -473 Closed
THWM
463
Taylor Hoffman Wealth Management
Virginia
– -$12K -311 Closed
MCM
464
Manchester Capital Management
Vermont
– -$13K -287 Closed
AWM
465
Avior Wealth Management
Nebraska
– -$9K -245 Closed
GSC
466
G&S Capital
Colorado
– -$8K -213 Closed
NWM
467
Northwest Wealth Management
Iowa
– -$8K -208 Closed
CC
468
Claybrook Capital
Massachusetts
– -$8K -204 Closed
WDL
469
Well Done LLC
Michigan
– -$8K -204 Closed
KPW
470
Kore Private Wealth
New York
– -$7K -175 Closed
TJHA
471
Thomas J. Herzfeld Advisors
Florida
– -$5K -129 Closed
GWS
472
Glassman Wealth Services
Virginia
– -$4K -110 Closed
EWA
473
ERTS Wealth Advisors
Michigan
– -$3K -83 Closed
CYG
474
Clean Yield Group
Vermont
– -$1K -23 Closed
IAS
475
IMA Advisory Services
Colorado
– -$1K -23 Closed
16 17 18
19
20