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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
1001
Vantage Consulting Group
Virginia
– -$73K -2,415 Closed
RPWA
1002
Regent Peak Wealth Advisors
Georgia
– -$58K -1,935 Closed
ICP
1003
Interchange Capital Partners
Pennsylvania
– -$41K -1,365 Closed
PWM
1004
Perigon Wealth Management
California
– -$39K -1,305 Closed
CP
1005
Cumberland Partners
Ontario, Canada
– -$38K -1,275 Closed
CCA
1006
Childress Capital Advisors
Texas
– -$27K -885 Closed
TFIPS
1007
Towarzystwo Funduszy Inwestycyjnych PZU SA
– -$22.6K -750 Closed
AJ
1008
Ashburton (Jersey)
Jersey
– -$22K -735 Closed
LGA
1009
Lebenthal Global Advisors
New York
– -$17K -570 Closed
AWG
1010
Altus Wealth Group
Colorado
– -$10K -345 Closed
NC
1011
NewSquare Capital
Pennsylvania
– -$10K -330 Closed
ADIM
1012
Alpha DNA Investment Management
Maryland
– -$8K -285 Closed
CAAS
1013
Capital Asset Advisory Services
Michigan
– -$9K -285 Closed
FAM
1014
Fred Alger Management
New York
– -$8K -255 Closed
VFA
1015
Valeo Financial Advisors
Indiana
– -$8K -255 Closed
HF
1016
Halpern Financial
Virginia
– -$6.34K -210 Closed
TIAM2
1017
Tru Independence Asset Management 2
Oregon
– -$5K -165 Closed
KCM
1018
Kathmere Capital Management
Pennsylvania
– -$5K -150 Closed
TWM
1019
Tradition Wealth Management
Minnesota
– -$5K -150 Closed
GWMIA
1020
Global Wealth Management Investment Advisory
Florida
– -$4K -135 Closed
PCA
1021
Providence Capital Advisors
North Carolina
– -$4K -135 Closed
DWM
1022
Defined Wealth Management
Oregon
– -$4K -120 Closed
MIM
1023
Merrion Investment Management
New Jersey
– -$3K -105 Closed
BSSFA
1024
Baron Silver Stevens Financial Advisors
Florida
– -$2K -75 Closed
M
1025
MOTCO
Texas
– -$2K -75 Closed
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