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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1401
Private Wealth Partners
California
– -$298K -4,238 Closed
MG
1402
Marex Group
– -$295K -4,200 Closed
RFG
1403
Range Financial Group
Oregon
– -$294K -4,188 Closed
Belvedere Trading
1404
Belvedere Trading
Illinois
– -$292K -4,155 Closed
DA
1405
Denali Advisors
California
– -$275K -3,914 Closed
SEEDPG
1406
S.E.E.D. Planning Group
New York
– -$268K -3,810 Closed
FTA
1407
Financial & Tax Architects
Missouri
– -$264K -3,755 Closed
KP
1408
Keel Point
Alabama
– -$259K -3,684 Closed
TF
1409
Trek Financial
Arizona
– -$256K -3,644 Closed
WEG
1410
World Equity Group
Illinois
– -$244K -3,474 Closed
WSTAM
1411
Wilbanks Smith & Thomas Asset Management
Virginia
– -$243K -3,462 Closed
PTCG
1412
Pring Turner Capital Group
California
– -$236K -3,363 Closed
TSW
1413
Three Seasons Wealth
Utah
– -$234K -3,330 Closed
GFS
1414
GYL Financial Synergies
Connecticut
– -$233K -3,314 Closed
HPIA
1415
Hamilton Point Investment Advisors
North Carolina
– -$225K -3,200 Closed
PMG
1416
ProVise Management Group
Florida
– -$216K -3,083 Closed
EWA
1417
Emergent Wealth Advisors
New York
– -$200K -2,850 Closed
LA
1418
LM Advisors
California
– -$186K -2,645 Closed
SAI
1419
Systematic Alpha Investments
New Jersey
– -$156K -2,218 Closed
WTA
1420
Washington Trust Advisors
Massachusetts
– -$140K -2,000 Closed
GWS
1421
Glassman Wealth Services
Virginia
– -$124K -1,763 Closed
BWM
1422
BKM Wealth Management
Wisconsin
– -$107K -1,520 Closed
IRC
1423
Investors Research Corp
Georgia
– -$96.8K -1,379 Closed
BCM
1424
Bourgeon Capital Management
Connecticut
– -$90.9K -1,295 Closed
LSA
1425
Leonteq Securities AG
Switzerland
– -$74.1K -1,055 Closed
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