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TM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
726
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$257K -1,201 Closed
SCM
727
SOL Capital Management
Maryland
– -$235K -1,100 Closed
PGFC
728
Peapack-Gladstone Financial Corp
New Jersey
– -$232K -1,084 Closed
SMA
729
Sage Mountain Advisors
Georgia
– -$231K -1,078 Closed
MWM
730
Modera Wealth Management
New Jersey
– -$225K -1,053 Closed
CPA
731
Capital Performance Advisors
California
– -$210K -982 Closed
TCBWMS
732
Texas Capital Bank Wealth Management Services
Texas
– -$203K -946 Closed
PDL
733
Portfolio Design Labs
California
– -$202K -943 Closed
OIA
734
OneDigital Investment Advisors
Kansas
– -$201K -939 Closed
ISWM
735
Independent Solutions Wealth Management
New York
– -$200K -935 Closed
DT
736
DV Trading
Illinois
– -$193K -900 Closed
RWA
737
Rooted Wealth Advisors
Illinois
– -$201K -831 Closed
CIAM
738
Caitong International Asset Management
Hong Kong
– -$178K -830 Closed
TRCT
739
Tower Research Capital (TRC)
New York
– -$130K -606 Closed
SAG
740
SageView Advisory Group
California
– -$100K -469 Closed
FHA
741
Flagship Harbor Advisors
Massachusetts
– -$64.2K -300 Closed
FIA
742
FNY Investment Advisers
New York
– -$58K -275 Closed
CWP
743
Concord Wealth Partners
Virginia
– -$43.5K -203 Closed
WG
744
Wellington Group
Indiana
– -$38.3K -179 Closed
KTC
745
Kentucky Trust Company
Kentucky
– -$24.2K -113 Closed
CP
746
Camelot Portfolios
Ohio
– -$21.4K -100 Closed
OC
747
Optima Capital
Oregon
– -$17.1K -80 Closed
EW
748
Elyxium Wealth
California
– -$16.3K -76 Closed
YP
749
YANKCOM Partnership
South Dakota
– -$15.4K -72 Closed
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$13.1K -61 Closed
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