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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
951
Gladstone Institutional Advisory
Florida
– -$234K -1,020 Closed
CCM
952
Coldstream Capital Management
Washington
– -$232K -1,014 Closed
HFP
953
Holistic Financial Partners
Indiana
– -$230K -1,004 Closed
FBFS
954
First Business Financial Services
Wisconsin
– -$230K -1,002 Closed
CH
955
Canton Hathaway
Rhode Island
– -$229K -1,000 Closed
CSI
956
Cross Staff Investments
New York
– -$229K -1,000 Closed
UMC
957
United Maritime Capital
New York
– -$229K -1,000 Closed
OSAM
958
O'Shaughnessy Asset Management
Connecticut
– -$229K -998 Closed
WWM
959
Western Wealth Management
Colorado
– -$222K -965 Closed
SC
960
Scotia Capital
Ontario, Canada
– -$219K -955 Closed
IP
961
Intellectus Partners
California
– -$218K -950 Closed
SBIA
962
Sheaff Brock Investment Advisors
Indiana
– -$217K -945 Closed
RMC
963
Regis Management Company
California
– -$214K -934 Closed
UFA
964
US Financial Advisors
Massachusetts
– -$214K -934 Closed
GLA
965
Good Life Advisors
Pennsylvania
– -$212K -924 Closed
KPWS
966
Kestra Private Wealth Services
Texas
– -$208K -906 Closed
VAM
967
Vienna Asset Management
California
– -$204K -890 Closed
VWM
968
Venturi Wealth Management
Texas
– -$203K -886 Closed
FTDI
969
First Trust Direct Indexing
Massachusetts
– -$201K -877 Closed
GW
970
GW & Wade
Massachusetts
– -$201K -876 Closed
Capstone Investment Advisors
971
Capstone Investment Advisors
New York
– -$200K -873 Closed
CA
972
Claro Advisors
Massachusetts
– -$294K -869 Closed
MCC
973
Money Concepts Capital
Florida
– -$196K -854 Closed
LOIM
974
Liberty One Investment Management
Illinois
– -$177K -774 Closed
GC
975
Garde Capital
Washington
– -$166K -725 Closed
37 38
39
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