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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1326
BRR OpCo
Ohio
– -$254K -2,615 Closed
BBA
1327
Braun-Bostich & Associates
Pennsylvania
– -$248K -2,555 Closed
WI
1328
Wintrust Investments
Illinois
– -$243K -2,500 Closed
QT
1329
Quantamental Technologies
New York
– -$229K -2,365 Closed
SIP
1330
Stoneridge Investment Partners
Pennsylvania
– -$210K -2,160 Closed
SVWAG
1331
Sound View Wealth Advisors Group
Georgia
– -$202K -2,080 Closed
BWM
1332
BNC Wealth Management
Oregon
– -$160K -1,650 Closed
SIA
1333
SeaBridge Investment Advisors
New Jersey
– -$152K -1,565 Closed
LF
1334
Lee Financial
Texas
– -$58K -600 Closed
M
1335
Mirova
France
– -$56K -575 Closed
WT
1336
Washington Trust
Rhode Island
– -$49K -500 Closed
RCG
1337
Rock Creek Group
District of Columbia
– -$48K -495 Closed
NR
1338
Newfound Research
Massachusetts
– -$38K -395 Closed
SC
1339
Solstein Capital
California
– -$36K -375 Closed
GWM
1340
Geneos Wealth Management
Colorado
– -$35K -365 Closed
WCG
1341
Weaver Consulting Group
California
– -$35K -365 Closed
PFS
1342
Prospera Financial Services
Texas
– -$17K -175 Closed
AA
1343
Advisory Alpha
Michigan
– -$13K -125 Closed
FFA
1344
Founders Financial Alliance
North Carolina
– -$12K -125 Closed
CSPIA
1345
Cary Street Partners Investment Advisory
Virginia
– -$6K -60 Closed
NIC
1346
Northwest Investment Counselors
Oregon
– -$5K -55 Closed
CCM
1347
Chiron Capital Management
Florida
– -$3K -30 Closed
CA
1348
Crewe Advisors
Utah
– -$3K -30 Closed
CWM
1349
Curi Wealth Management
North Carolina
– +$520 +5 New
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