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SHAK

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
326
Tompkins Financial
New York
$5.2K – – –
LFA
327
LGT Financial Advisors
Texas
$5.1K – – –
IA
328
IFS Advisors
Kansas
$3.64K – – –
QL
329
Quarry LP
New York
$3.64K +$3.06K +35 New
RG
330
Retirement Group
California
$3.43K – – –
VWM
331
Venturi Wealth Management
Texas
$3.12K – – –
EC
332
Elequin Capital
New York
$3.12K +$1.66K +19 +173%
S
333
SignatureFD
Georgia
$2.81K +$1.23K +14 +108%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$2.71K -$175 -2 -7%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.71K – – –
SAM
336
Smartleaf Asset Management
Massachusetts
$2.5K +$2.1K +24 New
VCM
337
Versant Capital Management
Arizona
$2.5K – – –
BIA
338
Bell Investment Advisors
California
$2.08K – – –
CAL
339
Capital Advisors Ltd
Ohio
$2K – – –
FFA
340
Farther Finance Advisors
California
$1.59K – – –
BWP
341
Baldwin Wealth Partners
Massachusetts
$1.04K – – –
CA
342
Clearstead Advisors
Ohio
$1.02K +$875 +10 New
VNA
343
Valley National Advisers
Pennsylvania
$1K – – –
IFAM
344
Institutional & Family Asset Management
Colorado
$832 +$700 +8 New
IA
345
IFP Advisors
Florida
$624 – – –
ECM
346
Everence Capital Management
Indiana
$539 – – –
AWM
347
Abound Wealth Management
Tennessee
$521 – – –
AGWCA
348
Annis Gardner Whiting Capital Advisors
Florida
$521 – – –
JWA
349
JFS Wealth Advisors
Pennsylvania
$313 – – –
TFM
350
TFC Financial Management
Massachusetts
$105 +$88 +1 New
12 13
14
15 16