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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3701
Blueshift Asset Management
New Jersey
– -$381K -3,180 Closed
WIM
3702
Waverton Investment Management
United Kingdom
– -$376K -3,140 Closed
SSW
3703
Smith Shellnut Wilson
Mississippi
– -$373K -3,110 Closed
WAM
3704
Wallington Asset Management
Indiana
– -$366K -3,050 Closed
RLIM
3705
Red Lighthouse Investment Management
New York
– -$364K -3,040 Closed
NC
3706
NewSquare Capital
Pennsylvania
– -$363K -3,030 Closed
FWTB
3707
First Western Trust Bank
Colorado
– -$360K -3,000 Closed
RIM
3708
Rockbridge Investment Management
New York
– -$358K -2,990 Closed
CFP
3709
Curran Financial Partners
South Carolina
– -$355K -2,960 Closed
EW
3710
Element Wealth
Mississippi
– -$353K -2,940 Closed
SCM
3711
Semanteon Capital Management
Massachusetts
– -$343K -2,860 Closed
TFP
3712
Triune Financial Partners
Kansas
– -$337K -2,810 Closed
HWM
3713
Hobbs Wealth Management
Indiana
– -$336K -2,800 Closed
TCM
3714
TABR Capital Management
California
– -$337K -2,790 Closed
WCM
3715
Wedge Capital Management
North Carolina
– -$332K -2,770 Closed
VCP
3716
Vista Capital Partners
Oregon
– -$324K -2,700 Closed
EFA
3717
Evernest Financial Advisors
Indiana
– -$321K -2,680 Closed
VEA
3718
Virtus ETF Advisers
New York
– -$314K -2,620 Closed
CFS
3719
Commonwealth Financial Services
West Virginia
– -$312K -2,600 Closed
IAS
3720
Investment Advisory Services
Texas
– -$308K -2,570 Closed
MW
3721
Members Wealth
Pennsylvania
– -$300K -2,560 Closed
CP
3722
Castleview Partners
Texas
– -$306K -2,550 Closed
SFC
3723
Strategic Financial Concepts
Texas
– -$303K -2,520 Closed
VWM
3724
Verus Wealth Management
Wisconsin
– -$295K -2,460 Closed
SWP
3725
Significant Wealth Partners
Illinois
– -$294K -2,450 Closed
147 148
149
150 151