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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
776
Jackson Thornton Wealth Management
Alabama
– -$274K -691 Closed
ICP
777
Interchange Capital Partners
Pennsylvania
– -$272K -678 Closed
YCM
778
Yousif Capital Management
Michigan
– -$206K -677 Closed
BOSSRA
779
B.O.S.S. Retirement Advisors
Utah
– -$263K -656 Closed
PWM
780
Perigon Wealth Management
California
– -$254K -632 Closed
HAG
781
HighPoint Advisor Group
Illinois
– -$248K -617 Closed
OHWP
782
Oak Harbor Wealth Partners
North Carolina
– -$247K -616 Closed
LAM
783
LECAP Asset Management
United Kingdom
– -$244K -607 Closed
C
784
Certuity
Florida
– -$241K -600 Closed
AI
785
Accredited Investors
Minnesota
– -$235K -586 Closed
PFM
786
Peak Financial Management
Massachusetts
– -$233K -580 Closed
PCIA
787
Prime Capital Investment Advisors
Kansas
– -$230K -573 Closed
TPWM
788
Twelve Points Wealth Management
Massachusetts
– -$208K -560 Closed
RA
789
Riversedge Advisors
Delaware
– -$213K -532 Closed
DC
790
Davenport & Co
Virginia
– -$213K -531 Closed
ICP
791
Impact Capital Partners
Colorado
– -$212K -528 Closed
WAG
792
Winthrop Advisory Group
Massachusetts
– -$206K -525 Closed
PCG
793
Prosperity Consulting Group
Maryland
– -$210K -523 Closed
A
794
AlphaQuest
New York
– -$207K -517 Closed
BFA
795
Benedict Financial Advisors
Georgia
– -$207K -515 Closed
OIA
796
OneDigital Investment Advisors
Kansas
– -$205K -512 Closed
FCM
797
Fourpath Capital Management
Oklahoma
– -$205K -511 Closed
FWP
798
Family Wealth Partners
North Carolina
– -$205K -510 Closed
PPW
799
Parcion Private Wealth
Washington
– -$203K -506 Closed
PFWA
800
Paces Ferry Wealth Advisors
Georgia
– -$202K -503 Closed
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