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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1076
Cypress Wealth Services
California
– -$236K -3,707 Closed
CRC
1077
Curi RMB Capital
Illinois
– -$223K -3,510 Closed
SOS
1078
Silver Oak Securities
Tennessee
– -$224K -3,467 Closed
NW
1079
NewEdge Wealth
Pennsylvania
– -$215K -3,389 Closed
MHIC
1080
Marble Harbor Investment Counsel
Massachusetts
– -$203K -3,200 Closed
WWM
1081
Western Wealth Management
Colorado
– -$203K -3,199 Closed
SAM
1082
SignalPoint Asset Management
Missouri
– -$202K -3,177 Closed
IFWM
1083
Institute for Wealth Management
Colorado
– -$202K -3,175 Closed
CA
1084
Claro Advisors
Massachusetts
– -$201K -3,164 Closed
AWM
1085
Accel Wealth Management
Iowa
– -$188K -2,957 Closed
CMF
1086
Counterpoint Mutual Funds
California
– -$114K -1,800 Closed
TWA
1087
TCI Wealth Advisors
Arizona
– -$110K -1,734 Closed
FCA
1088
Fortis Capital Advisors
Kansas
– -$93.7K -1,475 Closed
PMEF
1089
Point72 Middle East FZE
United Arab Emirates
– -$47.3K -764 Closed
QL
1090
Quarry LP
New York
– -$31K -488 Closed
TAM
1091
Tucker Asset Management
Colorado
– -$15.9K -250 Closed
NC
1092
NewSquare Capital
Pennsylvania
– -$15.6K -245 Closed
VF
1093
VitalStone Financial
Texas
– -$13K -229 Closed
KM
1094
Kalos Management
Georgia
– -$11.6K -183 Closed
SC
1095
Schubert & Co
Texas
– -$10.2K -160 Closed
EI
1096
Ellevest Inc
New York
– -$6.93K -109 Closed
FP
1097
Financial Perspectives
Minnesota
– -$6.35K -100 Closed
SSC
1098
Syverson Strege & Co
Iowa
– -$2.67K -42 Closed
BWM
1099
BerganKDV Wealth Management
Minnesota
– -$2.23K -35 Closed
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