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REZI

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
376
Clear Harbor Asset Management
Connecticut
– -$9.67K -879 Closed
FHA
377
Flagship Harbor Advisors
Massachusetts
– -$4K -450 Closed
PCWA
378
Pacific Capital Wealth Advisors
California
– -$3K -277 Closed
CTC
379
Central Trust Company
Missouri
– -$3.46K -216 -96%
PWM
380
Provident Wealth Management
Tennessee
– -$2K -216 Closed
FFA
381
Founders Financial Alliance
North Carolina
– -$1K -124 Closed
WCG
382
Weaver Consulting Group
California
– -$1K -112 Closed
PFG
383
Pacific Financial Group
Washington
– -$1K -96 Closed
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
– -$1K -88 Closed
PFS
385
Prospera Financial Services
Texas
– -$1K -69 Closed
NNP
386
Nachman Norwood & Parrott
South Carolina
– -$1K -54 Closed
CA
387
Clearstead Advisors
Ohio
– -$368 -23 -79%
KTC
388
Kistler-Tiffany Companies
Pennsylvania
– -$128 -8 -42%
GI
389
Gradient Investments
Minnesota
– -$80 -5 -71%
AF
390
Allworth Financial
California
– -$32 -2 -8%
SIAG
391
Safeguard Investment Advisory Group
California
– +$16 +1 New
TF
392
Tompkins Financial
New York
– +$16 +1 New
TI
393
tru Independence
Oregon
– +$32 +2 New
CPFP
394
Clear Perspectives Financial Planning
Ohio
– +$48 +3 New
WWM
395
Wolff Wiese Magana
California
– +$48 +3 New
JPLA
396
Joseph P. Lucia & Associates
New York
– +$64 +4 New
BA
397
Bellwether Advisors
Nebraska
– +$80 +5 New
LGA
398
Lebenthal Global Advisors
New York
– +$80 +5 New
AWG
399
Altus Wealth Group
Colorado
– +$112 +7 New
FWM
400
Focused Wealth Management
New York
– +$128 +8 +160%
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16
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