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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1376
Modera Wealth Management
New Jersey
– -$250K -3,949 Closed
CC
1377
Copperleaf Capital
North Carolina
– -$250K -3,935 Closed
SWMP
1378
Signature Wealth Management Partners
New Jersey
– -$249K -3,918 Closed
TC
1379
TwinBeech Capital
New York
– -$243K -3,829 Closed
CG
1380
CFO4Life Group
Texas
– -$239K -3,771 Closed
IFU
1381
iSAM Funds (UK)
United Kingdom
– -$239K -3,771 Closed
BFM
1382
Boothbay Fund Management
New York
– -$236K -3,727 Closed
IC
1383
Inscription Capital
Texas
– -$228K -3,601 Closed
CIAS
1384
Capital Investment Advisory Services
North Carolina
– -$224K -3,539 Closed
IB
1385
Intrust Bank
Kansas
– -$224K -3,527 Closed
GSC
1386
Ground Swell Capital
South Carolina
– -$219K -3,454 Closed
AAIS
1387
ABN AMRO Investment Solutions
– -$217K -3,427 Closed
PGH
1388
Partners Group Holding
Switzerland
– -$216K -3,402 Closed
BW
1389
Bison Wealth
Georgia
– -$210K -3,304 Closed
LAS
1390
Lloyd Advisory Services
Georgia
– -$209K -3,287 Closed
CWM
1391
Curi Wealth Management
North Carolina
– -$203K -3,204 Closed
SRIM
1392
Saratoga Research & Investment Management
California
– -$203K -3,198 Closed
RFA
1393
Register Financial Advisors
Georgia
– -$172K -2,719 Closed
OCM
1394
Osterweis Capital Management
California
– -$169K -2,668 Closed
CH
1395
Canton Hathaway
Rhode Island
– -$63K -1,000 Closed
IAS
1396
IMA Advisory Services
Colorado
– -$58.9K -929 Closed
AWM
1397
Avondale Wealth Management
Texas
– -$52.5K -827 Closed
ANBT
1398
American National Bank & Trust
Texas
– -$51.1K -805 Closed
AWA
1399
Authentikos Wealth Advisory
California
– -$50.2K -792 Closed
CCP
1400
Carmel Capital Partners
California
– -$43.9K -692 Closed
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