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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
876
PRW Wealth Management
Massachusetts
– -$221K -1,636 Closed
NW
877
NewEdge Wealth
Pennsylvania
– -$203K -1,504 Closed
GF
878
Gries Financial
Ohio
– -$223K -1,500 Closed
PS
879
Portfolio Solutions
Michigan
– -$209K -1,400 Closed
FWM
880
FFT Wealth Management
Pennsylvania
– -$139K -1,029 Closed
KFP
881
KB Financial Partners
New Jersey
– -$102K -758 Closed
PGWM
882
Parisi Gray Wealth Management
New Jersey
– -$74K -548 Closed
CFO
883
CVA Family Office
Colorado
– -$62K -462 Closed
GAM
884
Gemmer Asset Management
California
– -$44K -322 Closed
IP
885
Isthmus Partners
Wisconsin
– -$41K -300 Closed
WP
886
WealthShield Partners
North Carolina
– -$21K -157 Closed
EFSCE
887
Enterprise Financial Services Corp (EFSC)
Missouri
– -$19K -138 Closed
VRM
888
Vectors Research Management
New York
– -$17K -129 Closed
JEST
889
JTC Employer Solutions Trustee
Jersey
– -$17K -125 Closed
GWS
890
Glassman Wealth Services
Virginia
– -$16K -115 Closed
SL
891
Savior LLC
Massachusetts
– -$7K -51 Closed
PWS
892
Paragon Wealth Strategies
Florida
– -$7K -50 Closed
SWG
893
Summit Wealth Group
Vermont
– -$7K -50 Closed
TAIM
894
TD Ameritrade Investment Management
Nebraska
– -$6K -42 Closed
BFG
895
Baron Financial Group
New Jersey
– -$5K -37 Closed
MUMSS
896
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$3K -20 Closed
NFSG
897
Newbridge Financial Services Group
Florida
– -$1K -4 Closed
SB
898
Strategic Blueprint
Georgia
– -$1K -4 Closed
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