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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1026
Physician Wealth Advisors
Utah
– -$235K -812 Closed
ECM
1027
Evergreen Capital Management
Washington
– -$238K -789 Closed
LOAMS
1028
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$237K -784 Closed
GL
1029
Graypoint LLC
New York
– -$232K -768 Closed
AAIS
1030
ABN AMRO Investment Solutions
– -$231K -763 Closed
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
– -$216K -714 Closed
AFP
1032
Ausdal Financial Partners
Iowa
– -$212K -700 Closed
CPIG
1033
Chicago Partners Investment Group
Illinois
– -$201K -696 Closed
RIA
1034
Realta Investment Advisors
Delaware
– -$205K -680 Closed
PCS
1035
Personal CFO Solutions
New Jersey
– -$205K -678 Closed
BAM
1036
Belpointe Asset Management
Nevada
– -$201K -666 Closed
PFO
1037
Pathstone Family Office
New Jersey
– -$201K -660 Closed
CT
1038
Clearstead Trust
Maine
– -$194K -643 Closed
NP
1039
Ninepoint Partners
Ontario, Canada
– -$170K -563 Closed
UAML
1040
US Asset Management LLC
Pennsylvania
– -$108K -359 Closed
MWM
1041
Mascoma Wealth Management
New Hampshire
– -$75.5K -256 Closed
FCT
1042
First Community Trust
Iowa
– -$75.5K -250 Closed
TWA
1043
TCI Wealth Advisors
Arizona
– -$74.9K -248 Closed
CM
1044
Capula Management
Cayman Islands
– -$45.3K -150 Closed
SC
1045
Schubert & Co
Texas
– -$45.3K -150 Closed
ONST
1046
Old North State Trust
North Carolina
– -$44K -145 Closed
EI
1047
Ellevest Inc
New York
– -$39.3K -130 Closed
JIR
1048
James Investment Research
Ohio
– -$35K -115 Closed
BWM
1049
BerganKDV Wealth Management
Minnesota
– -$30.2K -100 Closed
CCMI
1050
Creative Capital Management Investments
California
– -$22.4K -74 Closed
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