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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
601
L.J. Altfest & Co
New York
– -$591 -2,058 Closed
GCA
602
Greenwood Capital Associates
South Carolina
– -$430K -2,052 Closed
WKSWA
603
White Knight Strategic Wealth Advisors
New Jersey
– -$340K -1,620 Closed
SIA
604
Schechter Investment Advisors
Michigan
– -$334K -1,593 Closed
FFM
605
Forum Financial Management
Illinois
– -$333K -1,588 Closed
WA
606
Wealth Alliance
New York
– -$311K -1,482 Closed
DWM
607
Diversify Wealth Management
Utah
– -$319K -1,464 Closed
CB
608
Commerce Bank
Missouri
– -$306K -1,458 Closed
HCA
609
Harbor Capital Advisors
Illinois
– -$303K -1,446 Closed
SW
610
SteelPeak Wealth
California
– -$299K -1,428 Closed
IWA
611
Icon Wealth Advisors
Texas
– -$294K -1,400 Closed
CCM
612
Causeway Capital Management
California
– -$262K -1,250 Closed
FT
613
Fiduciary Trust
Massachusetts
– -$259K -1,233 Closed
PIA
614
Prakash Investment Advisors
Massachusetts
– -$252K -1,200 Closed
NG
615
Norden Group
Utah
– -$243K -1,160 Closed
IFWM
616
Institute for Wealth Management
Colorado
– -$240K -1,144 Closed
ACM
617
Alta Capital Management
Utah
– -$240K -1,143 Closed
WAG
618
Wallace Advisory Group
California
– -$319K -1,109 Closed
WAP
619
Wealthcare Advisory Partners
Pennsylvania
– -$230K -1,098 Closed
FNBOH
620
First National Bank of Hutchinson
Kansas
– -$225K -1,073 Closed
MWM
621
Mission Wealth Management
California
– -$223K -1,065 Closed
PWMAG
622
Pinnacle Wealth Management Advisory Group
New Jersey
– -$222K -1,059 Closed
KPWS
623
Kestra Private Wealth Services
Texas
– -$215K -1,024 Closed
DC
624
Davenport & Co
Virginia
– -$214K -1,021 Closed
BFS
625
Bradley Foster & Sargent
Connecticut
– -$210K -1,000 Closed
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