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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1201
Walled Lake Planning & Wealth Management
Illinois
– -$201K -1,493 Closed
EWA
1202
EP Wealth Advisors
California
– -$200K -1,490 Closed
TCWM
1203
Total Clarity Wealth Management
Illinois
– -$160K -1,191 Closed
FBT
1204
First Bank & Trust
South Dakota
– -$121K -897 Closed
AW
1205
ACG Wealth
Georgia
– -$106K -789 Closed
EC
1206
Elequin Capital
New York
– -$95K -704 Closed
SWM
1207
SeaCrest Wealth Management
New York
– -$85K -635 Closed
S
1208
Schroders
United Kingdom
– -$83K -617 Closed
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
– -$65K -483 Closed
GLLW
1210
Graves Light Lenhart Wealth
Virginia
– -$44K -324 Closed
RIM
1211
Rockbridge Investment Management
New York
– -$38.6K -287 Closed
CWP
1212
Concord Wealth Partners
Virginia
– -$38K -284 Closed
COCM
1213
Charter Oak Capital Management
New Hampshire
– -$34K -250 Closed
VVP
1214
Venture Visionary Partners
Ohio
– -$29.7K -221 Closed
SSC
1215
Syverson Strege & Co
Iowa
– -$27K -200 Closed
RG
1216
Retirement Group
California
– -$24K -178 Closed
CWM
1217
Curi Wealth Management
North Carolina
– -$20K -148 Closed
CCM
1218
Chilton Capital Management
Texas
– -$20K -146 Closed
UIA
1219
Ulland Investment Advisors
Minnesota
– -$15K -110 Closed
CPFP
1220
Clear Perspectives Financial Planning
Ohio
– -$13K -100 Closed
AWM
1221
Activest Wealth Management
Florida
– -$13K -95 Closed
SFG
1222
Steward Financial Group
Texas
– -$10K -75 Closed
FBC
1223
Fairfield, Bush & Co
Connecticut
– -$9K -68 Closed
TFS
1224
TrustCore Financial Services
Tennessee
– -$7K -52 Closed
TWP
1225
TFO Wealth Partners
Ohio
– -$7K -49 Closed
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50