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Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
2551
Hudson Edge Investment Partners
New Jersey
– -$81.7K -894 Closed
NCTC
2552
New Covenant Trust Company
Indiana
– -$77.9K -852 Closed
CWAF
2553
Core Wealth Advisors (Florida)
Florida
– -$51.7K -566 Closed
CIM
2554
Contravisory Investment Management
Massachusetts
– -$50.3K -550 Closed
GAA
2555
Global Assets Advisory
Florida
– -$35.2K -385 Closed
VL
2556
Vima LLC
Michigan
– -$28.3K -272 Closed
CH
2557
Canton Hathaway
Rhode Island
– -$23K -250 Closed
FSWA
2558
Financial Synergies Wealth Advisors
Texas
– -$20.5K -224 Closed
DCP
2559
DSM Capital Partners
Florida
– -$15.7K -172 Closed
GA
2560
GoalVest Advisory
New York
– -$15.5K -170 Closed
PWA
2561
Provenance Wealth Advisors
Florida
– -$15.2K -166 Closed
NC
2562
nVerses Capital
Florida
– -$9.14K -100 Closed
MAM
2563
MMA Asset Management
Pennsylvania
– -$5.96K -65 Closed
TCM
2564
TruNorth Capital Management
Michigan
– -$5.76K -63 Closed
FFWM
2565
Future Financial Wealth Management
Ohio
– -$4.57K -50 Closed
IPW
2566
Impact Partnership Wealth
Georgia
– -$4.48K -49 Closed
GFL
2567
Granite FO LLC
New Hampshire
– -$2.19K -23 Closed
NC
2568
NewSquare Capital
Pennsylvania
– -$1.1K -12 Closed
CAM
2569
ClariVest Asset Management
California
– -$915 -10 Closed
TWP
2570
TFO Wealth Partners
Ohio
– -$183 -2 Closed
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