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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
2301
Steel Grove Capital Advisors
Tennessee
– -$523K -5,570 Closed
HFA
2302
Harbert Fund Advisors
Alabama
– -$511K -5,500 Closed
LJAC
2303
L.J. Altfest & Co
New York
– -$509K -5,419 Closed
OAM
2304
Oxford Asset Management
United Kingdom
– -$507K -5,398 Closed
EI
2305
Ellevest Inc
New York
– -$498K -5,294 Closed
AGA
2306
Accuvest Global Advisors
Utah
– -$489K -5,203 Closed
FWM
2307
Foguth Wealth Management
Michigan
– -$468K -4,975 Closed
CIC
2308
Chilton Investment Company
Connecticut
– -$466K -4,957 Closed
SL
2309
Sonnipe Ltd
Isle Of Man
– -$464K -4,938 Closed
PFA
2310
Pure Financial Advisors
California
– -$458K -4,872 Closed
SFG
2311
Synergy Financial Group
California
– -$443K -4,719 Closed
LFDLE
2312
La Financiere de L'Echiquier
France
– -$441K -4,691 Closed
AMCA
2313
Arthur M. Cohen & Associates
Illinois
– -$356K -4,682 Closed
FA
2314
Faithward Advisors
Pennsylvania
– -$416K -4,427 Closed
WFA
2315
WestHill Financial Advisors
California
– -$414K -4,410 Closed
IDBONY
2316
Israel Discount Bank of New York
New York
– -$403K -4,290 Closed
AP
2317
Americana Partners
Texas
– -$399K -4,247 Closed
GF
2318
Gries Financial
Ohio
– -$387K -4,113 Closed
NCM
2319
Narwhal Capital Management
Georgia
– -$376K -4,005 Closed
MWM
2320
Meridian Wealth Management
Kentucky
– -$370K -3,935 Closed
WCA
2321
Waratah Capital Advisors
Ontario, Canada
– -$369K -3,923 Closed
FMN
2322
Financial Management Network
California
– -$341K -3,831 Closed
DBG
2323
De Burlo Group
Massachusetts
– -$353K -3,760 Closed
RRCM
2324
Rappaport Reiches Capital Management
Illinois
– -$350K -3,725 Closed
CWA
2325
Consilium Wealth Advisory
Texas
– -$345K -3,672 Closed
91 92
93
94 95