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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2501
Proficio Capital Partners
Massachusetts
– -$207K -1,582 Closed
DWM
2502
Drive Wealth Management
Utah
– -$205K -1,566 Closed
CWS
2503
Cypress Wealth Services
California
– -$205K -1,564 Closed
AT
2504
American Trust
Kentucky
– -$204K -1,555 Closed
CW
2505
Channel Wealth
California
– -$200K -1,529 Closed
SC
2506
Schubert & Co
Texas
– -$173K -1,318 Closed
CIA
2507
Cascade Investment Advisors
Oregon
– -$151K -1,150 Closed
ABLA
2508
Alan B. Lancz & Associates
Ohio
– -$150K -1,146 Closed
FCA
2509
Fortis Capital Advisors
Kansas
– -$140K -1,067 Closed
EI
2510
Ellevest Inc
New York
– -$115K -879 Closed
JIR
2511
James Investment Research
Ohio
– -$113K -860 Closed
CM
2512
Capula Management
Cayman Islands
– -$111K -857 Closed
KI
2513
Kapitalo Investimentos
Brazil
– -$101K -774 Closed
CCP
2514
Carmel Capital Partners
California
– -$88K -671 Closed
SFFS
2515
Stonehage Fleming Financial Services
Jersey
– -$82.6K -630 Closed
MS
2516
Mizuho Securities
Japan
– -$76K -580 Closed
AWM
2517
Accel Wealth Management
Iowa
– -$74.7K -570 Closed
SL
2518
Savior LLC
Massachusetts
– -$65.5K -500 Closed
MIM
2519
Manitou Investment Management
Ontario, Canada
– -$59K -450 Closed
MIA
2520
Milestone Investment Advisors
Wisconsin
– -$49.2K -375 Closed
GFWA
2521
Grey Fox Wealth Advisors
Delaware
– -$44.2K -337 Closed
WPWM
2522
Western Pacific Wealth Management
Illinois
– -$32.9K -251 Closed
ST
2523
Sageworth Trust
Pennsylvania
– -$21.2K -162 Closed
CWM
2524
CarsonAllaria Wealth Management
Illinois
– -$18.9K -144 Closed
CM
2525
Cornerstone Management
Georgia
– -$13.1K -100 Closed
98 99 100
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