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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1626
Paloma Partners
Connecticut
– -$148K -486 Closed
AIM
1627
Axiom Investment Management
New York
– -$79K -259 Closed
WFA
1628
West Financial Advisors
Iowa
– -$56K -185 Closed
NEAM
1629
New England Asset Management
Connecticut
– -$46K -150 Closed
GWSG
1630
GPS Wealth Strategies Group
Colorado
– -$38K -124 Closed
DFCM
1631
Dark Forest Capital Management
Puerto Rico
– -$31K -100 Closed
EC
1632
EdgeRock Capital
Colorado
– -$29K -94 Closed
AS
1633
Altshuler Shaham
Israel
– -$24K -76 Closed
SC
1634
Solstein Capital
California
– -$21K -70 Closed
SPWG
1635
Sage Private Wealth Group
Illinois
– -$18K -60 Closed
SFO
1636
Standard Family Office
South Dakota
– -$16K -53 Closed
CL
1637
COWA LLC
Oklahoma
– -$14K -45 Closed
ACM
1638
Absolute Capital Management
Pennsylvania
– -$12.9K -42 Closed
BA
1639
Bellwether Advisors
Nebraska
– -$7K -25 Closed
CWM
1640
Castle Wealth Management
Florida
– -$4K -14 Closed
BCM
1641
Bourgeon Capital Management
Connecticut
– -$3K -10 Closed
ECM
1642
Estabrook Capital Management
New York
– -$2.14K -7 Closed
SWM
1643
Selective Wealth Management
Virginia
– -$2K -7 Closed
FEG
1644
Financial Enhancement Group
Indiana
– -$2K -6 Closed
NL
1645
NVWM LLC
Pennsylvania
– -$1K -2 Closed
WWP
1646
WR Wealth Planners
Missouri
– -$305 -1 Closed
MFA
1647
McClarren Financial Advisors
Pennsylvania
– +$330 +1 New