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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
3501
Goldstream Capital Management
Hong Kong
– -$416K -842 Closed
GAG
3502
Goodman Advisory Group
Massachusetts
– -$387K -784 Closed
GSC
3503
Ground Swell Capital
South Carolina
– -$346K -701 Closed
MS
3504
Mizuho Securities
Japan
– -$321K -650 Closed
MPM
3505
MBB Public Markets
Illinois
– -$311K -630 Closed
MPW
3506
MGO Private Wealth
California
– -$291K -590 Closed
WBG
3507
Wharton Business Group
Pennsylvania
– -$267K -541 Closed
IAG
3508
Investmark Advisory Group
Connecticut
– -$266K -538 Closed
BL
3509
Balentine LLC
Georgia
– -$264K -535 Closed
WP
3510
WealthShield Partners
North Carolina
– -$260K -527 Closed
IAIM
3511
Industrial Alliance Investment Management
Quebec, Canada
– -$250K -507 Closed
UC
3512
Unio Capital
New Jersey
– -$247K -500 Closed
ODIJL
3513
One Day In July LLC
Vermont
– -$242K -490 Closed
PWP
3514
Precedent Wealth Partners
Texas
– -$235K -475 Closed
IFU
3515
iSAM Funds (UK)
United Kingdom
– -$230K -465 Closed
BWM
3516
Birchcreek Wealth Management
Ohio
– -$228K -462 Closed
CM
3517
Crestline Management
Texas
– -$225K -456 Closed
SDAM
3518
Shulman DeMeo Asset Management
New York
– -$219K -443 Closed
RS
3519
Retirement Solution
Washington
– -$218K -441 Closed
DA
3520
Dover Advisors
Virginia
– -$216K -437 Closed
OWA
3521
Opal Wealth Advisors
New York
– -$211K -427 Closed
QP
3522
Quartz Partners
New York
– -$208K -422 Closed
PTC
3523
Philadelphia Trust Company
Pennsylvania
– -$200K -406 Closed
SHIM
3524
Stone House Investment Management
Pennsylvania
– -$165K -334 Closed
JPWM
3525
Jamison Private Wealth Management
Georgia
– -$110K -222 Closed