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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2551
Aquatic Capital Management
Illinois
– -$155K -1,700 Closed
LF
2552
LifeSteps Financial
California
– -$96.4K -1,055 Closed
HEIP
2553
Hudson Edge Investment Partners
New Jersey
– -$81.7K -894 Closed
NCTC
2554
New Covenant Trust Company
Indiana
– -$77.9K -852 Closed
CWAF
2555
Core Wealth Advisors (Florida)
Florida
– -$51.7K -566 Closed
CIM
2556
Contravisory Investment Management
Massachusetts
– -$50.3K -550 Closed
GAA
2557
Global Assets Advisory
Florida
– -$35.2K -385 Closed
VL
2558
Vima LLC
Michigan
– -$28.3K -272 Closed
CH
2559
Canton Hathaway
Rhode Island
– -$23K -250 Closed
FSWA
2560
Financial Synergies Wealth Advisors
Texas
– -$20.5K -224 Closed
DCP
2561
DSM Capital Partners
Florida
– -$15.7K -172 Closed
GA
2562
GoalVest Advisory
New York
– -$15.5K -170 Closed
PWA
2563
Provenance Wealth Advisors
Florida
– -$15.2K -166 Closed
NC
2564
nVerses Capital
Florida
– -$9.14K -100 Closed
MAM
2565
MMA Asset Management
Pennsylvania
– -$5.96K -65 Closed
TCM
2566
TruNorth Capital Management
Michigan
– -$5.76K -63 Closed
FFWM
2567
Future Financial Wealth Management
Ohio
– -$4.57K -50 Closed
IPW
2568
Impact Partnership Wealth
Georgia
– -$4.48K -49 Closed
GFL
2569
Granite FO LLC
New Hampshire
– -$2.19K -23 Closed
NC
2570
NewSquare Capital
Pennsylvania
– -$1.1K -12 Closed
CAM
2571
ClariVest Asset Management
California
– -$915 -10 Closed
TWP
2572
TFO Wealth Partners
Ohio
– -$183 -2 Closed
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