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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
951
Worth Asset Management
Texas
– -$29.3K -175 Closed
QL
952
Quarry LP
New York
– -$27.3K -163 Closed
CWA
953
Clearview Wealth Advisors
Oregon
– -$23.3K -139 Closed
SHIM
954
Stone House Investment Management
Pennsylvania
– -$21.3K -127 Closed
RTC
955
Riverview Trust Company
Washington
– -$16.9K -101 Closed
OC
956
Oakworth Capital
Alabama
– -$14.7K -88 Closed
CFO
957
CVA Family Office
Colorado
– -$12.6K -75 Closed
HF
958
Halpern Financial
Virginia
– -$12.5K -75 Closed
CAS
959
Coppell Advisory Solutions
Texas
– -$9.2K -55 Closed
HFM
960
Harvest Fund Management
China
– -$9K -52 Closed
TIM
961
Tortoise Investment Management
New York
– -$8.21K -49 Closed
GBT
962
Grove Bank & Trust
Florida
– -$6.53K -39 Closed
FA
963
Fiduciary Alliance
South Carolina
– -$4.86K -29 Closed
WP
964
WealthPLAN Partners
Nebraska
– -$4.35K -26 Closed
BG
965
Bollard Group
Massachusetts
– -$4K -25 Closed
RTL
966
Red Tortoise LLC
Georgia
– -$4.19K -25 Closed
LFG
967
Larson Financial Group
Missouri
– -$3.35K -20 Closed
RI
968
Ridgewood Investments
New Jersey
– -$3.35K -20 Closed
DI
969
Disciplined Investments
Oklahoma
– -$2.68K -16 Closed
FBC
970
Fairfield, Bush & Co
Connecticut
– -$2.01K -12 Closed
ETC
971
Exchange Traded Concepts
Oklahoma
– -$1.51K -9 Closed
CA
972
Crewe Advisors
Utah
– -$1.17K -7 Closed
2L
973
25 LLC
Missouri
– -$1.01K -6 Closed
NC
974
NewSquare Capital
Pennsylvania
– -$670 -4 Closed
VAG
975
VisionPoint Advisory Group
Texas
– -$502 -3 Closed
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