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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1726
Confluence Wealth Services
Pennsylvania
– -$255K -4,364 Closed
PCM
1727
Parsons Capital Management
Rhode Island
– -$254K -4,354 Closed
BB
1728
Busey Bank
Illinois
– -$254K -4,350 Closed
TWM
1729
Thrive Wealth Management
Pennsylvania
– -$252K -4,317 Closed
RA
1730
Riverstone Advisors
Texas
– -$252K -4,308 Closed
KWA
1731
Kingswood Wealth Advisors
California
– -$247K -4,223 Closed
LCAM
1732
London & Capital Asset Management
United Kingdom
– -$246K -4,221 Closed
SQA
1733
Simon Quick Advisors
New Jersey
– -$245K -4,202 Closed
BPWM
1734
Badgley Phelps Wealth Managers
Washington
– -$245K -4,192 Closed
SFS
1735
Sharp Financial Services
Pennsylvania
– -$244K -4,185 Closed
HIC
1736
Holderness Investments Company
North Carolina
– -$244K -4,181 Closed
AC
1737
Avestar Capital
New York
– -$244K -4,174 Closed
OBGC
1738
O'Brien Greene & Co
Pennsylvania
– -$244K -4,172 Closed
AFA
1739
Amicus Financial Advisors
Texas
– -$243K -4,164 Closed
WA
1740
Wealth Alliance
New York
– -$243K -4,162 Closed
CW
1741
CreativeOne Wealth
Kansas
– -$242K -4,141 Closed
SW
1742
SVB Wealth
Massachusetts
– -$241K -4,133 Closed
FFA
1743
Founders Financial Alliance
North Carolina
– -$240K -4,111 Closed
FFA
1744
Fi3 Financial Advisors
Indiana
– -$239K -4,086 Closed
CMBA
1745
C.M. Bidwell & Associates
Hawaii
– -$237K -4,066 Closed
GCP
1746
GSA Capital Partners
United Kingdom
– -$236K -4,047 Closed
RIA
1747
Realta Investment Advisors
Delaware
– -$234K -4,011 Closed
JSC
1748
Jackson Square Capital
California
– -$234K -4,002 Closed
FCM
1749
Fairbanks Capital Management
California
– -$234K -4,000 Closed
MWM
1750
Mindset Wealth Management
Indiana
– -$234K -4,000 Closed
68 69
70
71 72