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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
801
Ipswich Investment Management
Massachusetts
– -$18K -1,200 Closed
PCIA
802
Prime Capital Investment Advisors
Kansas
– -$14K -930 Closed
WANY
803
Wealthspire Advisors (New York)
New York
– -$12K -807 Closed
CA
804
Claro Advisors
Massachusetts
– -$14K -670 Closed
W
805
WealthOne
New York
– -$8K -546 Closed
FFW
806
Fusion Family Wealth
New York
– -$7K -449 Closed
CB
807
Community Bank
New York
– -$5K -344 Closed
HWA
808
Heritage Wealth Advisors
Virginia
– -$5K -340 Closed
DWA
809
Dougherty Wealth Advisers
Minnesota
– -$5K -332 Closed
JWA
810
JFS Wealth Advisors
Pennsylvania
– -$4K -295 Closed
TWMP
811
Taylor Wealth Management Partners
Massachusetts
– -$3K -200 Closed
VNA
812
Valley National Advisers
Pennsylvania
– -$3K -169 Closed
BGIM
813
Brandywine Global Investment Management
Pennsylvania
– -$3K -162 Closed
AWMF
814
Arbor Wealth Management (Florida)
Florida
– -$2K -104 Closed
RIA
815
RPG Investment Advisory
California
– -$2K -100 Closed
FCB
816
First Command Bank
Texas
– -$1K -63 Closed
FCFS
817
First Command Financial Services
Texas
– -$1K -63 Closed
RWA
818
River Wealth Advisors
Pennsylvania
– -$1K -60 Closed
CC
819
Claybrook Capital
Massachusetts
– -$1K -47 Closed
WDL
820
Well Done LLC
Michigan
– -$1K -47 Closed
AF
821
Arrow Financial
New York
– -$1K -33 Closed
CCM
822
Covington Capital Management
California
– +$14 +1 +6%
NR
823
Newfound Research
Massachusetts
– +$28 +2 New
BAM
824
Baldrige Asset Management
Pennsylvania
– +$56 +4 New
CIR
825
Clear Investment Research
Georgia
– +$56 +4 +29%
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