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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
– -$6.96K -608 -98%
BAM
827
Barrett Asset Management
New York
– -$6K -494 Closed
CYG
828
Clean Yield Group
Vermont
– -$4K -350 Closed
LPWM
829
Lake Point Wealth Management
Texas
– -$3K -254 Closed
CBT
830
CoreFirst Bank & Trust
Kansas
– -$3K -225 Closed
FF
831
FourThought Financial
Florida
– -$2.29K -200 -94%
AWA
832
Amplius Wealth Advisors
Pennsylvania
– -$2K -170 Closed
EBA
833
Eagle Bay Advisors
New York
– -$2K -165 Closed
TCWM
834
Total Clarity Wealth Management
Illinois
– -$2K -134 Closed
CI
835
Carroll Investors
South Carolina
– -$1K -120 Closed
LWA
836
Lenox Wealth Advisors
New York
– -$1K -111 Closed
WPA
837
West Paces Advisors
Georgia
– -$1.09K -87 Closed
CA
838
Centerpoint Advisors
Massachusetts
– -$916 -80 -67%
TCOV
839
Trust Company of Vermont
Vermont
– -$1K -70 Closed
TSW
840
Thompson Siegel & Walmsley
Virginia
– -$1K -53 Closed
CSWM
841
Cassady Schiller Wealth Management
Ohio
– -$1K -52 Closed
SFM
842
Signet Financial Management
New Jersey
– -$1K -47 Closed
NL
843
NVWM LLC
Pennsylvania
– -$46 -4 -44%
NWM
844
Nauset Wealth Management
Connecticut
– +$11 +1 New
PO
845
Private Ocean
California
– +$11 +1 New
SLWA
846
San Luis Wealth Advisors
California
– +$11 +1 New
TLCM
847
Twin Lakes Capital Management
California
– +$11 +1 +3%
BC
848
Bartlett & Co
Ohio
– +$69 +6 New
LFA
849
Level Financial Advisors
New York
– +$69 +6 New
GA
850
GoalVest Advisory
New York
– +$126 +11 New
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