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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
626
Hoey Investments
Pennsylvania
– -$63K -200 Closed
DWM
627
Defined Wealth Management
Oregon
– -$57K -180 Closed
AS
628
Altshuler Shaham
Israel
– -$55K -175 Closed
AW
629
Avion Wealth
Texas
– -$38K -120 Closed
PFO
630
Pathstone Family Office
New Jersey
– -$38K -120 Closed
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$35K -110 Closed
FTDI
632
First Trust Direct Indexing
Massachusetts
– -$19K -60 Closed
CCA
633
Childress Capital Advisors
Texas
– -$14K -45 Closed
HWA
634
HHM Wealth Advisors
Tennessee
– -$14K -45 Closed
RPWA
635
Regent Peak Wealth Advisors
Georgia
– -$12K -39 Closed
MA
636
Montag & Associates
Georgia
– -$12K -38 Closed
BSSFA
637
Baron Silver Stevens Financial Advisors
Florida
– -$11K -37 Closed
FCH
638
Freestone Capital Holdings
Washington
– -$11K -35 Closed
PWPS
639
Pinnacle Wealth Planning Services
Ohio
– -$10K -34 Closed
SIAG
640
Safeguard Investment Advisory Group
California
– -$6K -22 Closed
HFA
641
Hoover Financial Advisors
Pennsylvania
– -$7K -20 Closed
CAAS
642
Capital Asset Advisory Services
Michigan
– -$3K -10 Closed
HGWM
643
Harvest Group Wealth Management
Massachusetts
– -$3K -10 Closed
TPWA
644
TRUE Private Wealth Advisors
Oregon
– -$3K -10 Closed
VCG
645
Vantage Consulting Group
Virginia
– -$3K -10 Closed
WAS
646
Winch Advisory Services
Wisconsin
– -$2.49K -8 -89%
SBL
647
Sargent Bickham Lagudis
Colorado
– -$2K -5 Closed
SIS
648
Sound Income Strategies
Florida
– -$1K -4 Closed
MCM
649
Manchester Capital Management
Vermont
– -$1K -3 Closed
TI
650
tru Independence
Oregon
– -$1 -3 Closed
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