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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1501
Clear Creek Financial Management
Washington
– -$228K -5,031 Closed
SI
1502
Seeds Investor
New York
– -$241K -5,031 Closed
CAAS
1503
Capital Asset Advisory Services
Michigan
– -$258K -5,012 Closed
FCM
1504
FJ Capital Management
Virginia
– -$225K -4,977 Closed
SCM
1505
Schnieders Capital Management
California
– -$224K -4,950 Closed
EFS
1506
Essex Financial Services
Connecticut
– -$223K -4,932 Closed
CMI
1507
Clare Market Investments
Texas
– -$223K -4,926 Closed
OIS
1508
OneAscent Investment Solutions
Alabama
– -$222K -4,901 Closed
HAG
1509
HighPoint Advisor Group
Illinois
– -$219K -4,833 Closed
AWAU
1510
Alliance Wealth Advisors (Utah)
Utah
– -$219K -4,831 Closed
FFN
1511
Focus Financial Network
Minnesota
– -$217K -4,793 Closed
SIA
1512
Soltis Investment Advisors
Utah
– -$216K -4,780 Closed
GF
1513
Gabelli Funds
New York
– -$215K -4,750 Closed
IB
1514
Intrust Bank
Kansas
– -$215K -4,743 Closed
GWMR
1515
GC Wealth Management RIA
Massachusetts
– -$214K -4,734 Closed
CIA
1516
Choate Investment Advisors
Massachusetts
– -$214K -4,724 Closed
SSWM
1517
Sheets Smith Wealth Management
North Carolina
– -$213K -4,710 Closed
HAS
1518
HBW Advisory Services
California
– -$213K -4,709 Closed
LC
1519
Lawood & Co
Pennsylvania
– -$208K -4,600 Closed
FWIA
1520
Fort Washington Investment Advisors
Ohio
– -$207K -4,581 Closed
RSS
1521
Rosenblum Silverman Sutton
California
– -$207K -4,575 Closed
PCS
1522
Personal CFO Solutions
New Jersey
– -$206K -4,554 Closed
JC
1523
JBF Capital
Colorado
– -$205K -4,529 Closed
YIA
1524
YHB Investment Advisors
Connecticut
– -$205K -4,525 Closed
CI
1525
Conning Inc
Connecticut
– -$203K -4,483 Closed
59 60
61
62 63