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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
301
Jacobi Capital Management
Pennsylvania
– -$184K -14,185 Closed
RJT
302
Raymond James Trust
Florida
– -$172K -13,265 Closed
AI
303
Atria Investments
North Carolina
– -$158K -12,165 Closed
CMANY
304
Capital Management Associates (New York)
New York
– -$153K -11,825 Closed
QCMC
305
Quantum Capital Management (California)
California
– -$152K -11,728 Closed
AWM
306
Altium Wealth Management
New York
– -$143K -11,044 Closed
Russell Investments Group
307
Russell Investments Group
United Kingdom
– -$136K -10,471 Closed
PWPS
308
Pinnacle Wealth Planning Services
Ohio
– -$135K -10,372 Closed
B
309
Bailard
California
– -$133K -10,279 Closed
RCM
310
Riverhead Capital Management
Delaware
– -$132K -10,200 Closed
HH
311
Hilltop Holdings
Texas
– -$130K -10,036 Closed
BAM
312
Belpointe Asset Management
Nevada
– -$116K -8,939 Closed
KF
313
Krilogy Financial
Missouri
– -$96K -7,404 Closed
APP
314
Avantax Planning Partners
Iowa
– -$90K -6,935 Closed
FIB
315
First Interstate Bank
Montana
– -$78K -5,990 Closed
KJWM
316
Kiley Juergens Wealth Management
Washington
– -$37K -2,928 Closed
AA
317
Ancora Advisors
Ohio
– -$26K -2,000 Closed
TPWA
318
TRUE Private Wealth Advisors
Oregon
– -$25.9K -1,999 Closed
LIA
319
LS Investment Advisors
Michigan
– -$24K -1,860 Closed
SWP
320
Stratos Wealth Partners
Ohio
– -$19K -1,435 Closed
SCM
321
Southport Capital Management
Tennessee
– -$17K -1,325 Closed
SIC
322
Salem Investment Counselors
North Carolina
– -$15K -1,190 Closed
CBT
323
Capital Bank & Trust
California
– -$15K -1,118 Closed
FPFS
324
First Personal Financial Services
North Carolina
– -$8.29K -690 -96%
TFS
325
TrustCore Financial Services
Tennessee
– -$8K -627 Closed
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