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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1051
New England Research & Management
Illinois
– -$523K -3,875 Closed
MC
1052
Machina Capital
France
– -$515K -3,809 Closed
CC
1053
Centiva Capital
New York
– -$458K -3,721 Closed
HWMO
1054
Heritage Wealth Management (Ohio)
Ohio
– -$530K -3,705 Closed
TAM
1055
Tocqueville Asset Management
New York
– -$476K -3,525 Closed
IA
1056
IAM Advisory
Pennsylvania
– -$476K -3,523 Closed
BFC
1057
Blue Fin Capital
Rhode Island
– -$466K -3,446 Closed
SI
1058
Schusterman Interests
Oklahoma
– -$459K -3,400 Closed
IVP
1059
Intrinsic Value Partners
Arizona
– -$452K -3,343 Closed
NFSG
1060
Newbridge Financial Services Group
Florida
– -$451K -3,342 Closed
HCA
1061
Harbour Capital Advisors
Virginia
– -$476K -3,331 Closed
DA
1062
DCF Advisers
Connecticut
– -$439K -3,250 Closed
RGI
1063
River Global Investors
United Kingdom
– -$423K -3,132 Closed
MFG
1064
Merit Financial Group
Georgia
– -$421K -3,118 Closed
MWM
1065
Modern Wealth Management
Kansas
– -$417K -3,084 Closed
JWM
1066
Jeppson Wealth Management
California
– -$401K -2,968 Closed
TCA
1067
Transcend Capital Advisors
New Jersey
– -$395K -2,921 Closed
OWG
1068
Oxford Wealth Group
Florida
– -$389K -2,881 Closed
LSPW
1069
Lake Street Private Wealth
Illinois
– -$384K -2,846 Closed
PCIG
1070
Partners Capital Investment Group
Massachusetts
– -$375K -2,778 Closed
AM
1071
AGF Management
Ontario, Canada
– -$366K -2,710 Closed
BCM
1072
BluePointe Capital Management
California
– -$357K -2,639 Closed
EWA
1073
Evolution Wealth Advisors
Florida
– -$339K -2,507 Closed
CF
1074
Clarity Financial
Texas
– -$338K -2,500 Closed
B
1075
Bailard
California
– -$335K -2,481 Closed
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