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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1401
Claro Advisors
Massachusetts
– -$312K -567 Closed
SW
1402
SMART Wealth
Nebraska
– -$294K -535 Closed
JCIA
1403
Jackson Creek Investment Advisors
Colorado
– -$282K -513 Closed
ORG
1404
Optimist Retirement Group
Washington
– -$272K -495 Closed
CS
1405
Cannell & Spears
New York
– -$265K -482 Closed
TAM
1406
Tocqueville Asset Management
New York
– -$240K -437 Closed
IIA
1407
IPG Investment Advisors
California
– -$234K -426 Closed
SCM
1408
Stevens Capital Management
Pennsylvania
– -$228K -415 Closed
5W
1409
5T Wealth
California
– -$226K -411 Closed
GSC
1410
Ground Swell Capital
South Carolina
– -$226K -411 Closed
DWM
1411
Diversify Wealth Management
Utah
– -$223K -386 Closed
WP
1412
Westmount Partners
California
– -$211K -384 Closed
RTC
1413
Riverview Trust Company
Washington
– -$184K -334 Closed
WF
1414
Wayfinding Financial
Washington
– -$133K -243 Closed
HCP
1415
Hexagon Capital Partners
Arkansas
– -$112K -203 Closed
FW
1416
Fairway Wealth
Ohio
– -$110K -200 Closed
CWC
1417
Carolinas Wealth Consulting
North Carolina
– -$84.2K -153 Closed
QC
1418
Quent Capital
New York
– -$54.5K -99 Closed
PMFA
1419
Plante Moran Financial Advisors
Michigan
– -$41.3K -75 Closed
MG
1420
Mather Group
Illinois
– -$34.4K -63 Closed
ACM
1421
Aster Capital Management
United Arab Emirates
– -$26.8K -44 Closed
DWM
1422
Dogwood Wealth Management
Kansas
– -$16K -29 Closed
CWM
1423
Compass Wealth Management
Connecticut
– -$9.9K -18 Closed
WT
1424
Washington Trust
Rhode Island
– -$8.8K -16 Closed
TF
1425
Tompkins Financial
New York
– -$7.15K -13 Closed
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