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Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
1076
First Affirmative Financial Network
Colorado
– -$217K -4,550 Closed
WANY
1077
Wealthspire Advisors (New York)
New York
– -$214K -4,490 Closed
JCM
1078
Jacobi Capital Management
Pennsylvania
– -$214K -4,480 Closed
PCA
1079
Personal Capital Advisors
California
– -$202K -4,280 Closed
BOTW
1080
Bank of the West
California
– -$203K -4,250 Closed
HIM
1081
Harbour Investment Management
Washington
– -$200K -4,200 Closed
DAM
1082
Delta Asset Management
Tennessee
– -$191K -4,000 Closed
TCWM
1083
Total Clarity Wealth Management
Illinois
– -$180K -3,775 Closed
CCM
1084
Chilton Capital Management
Texas
– -$178K -3,720 Closed
GA
1085
GraniteShares Advisors
New York
– -$125K -2,625 Closed
TH
1086
TCTC Holdings
Texas
– -$84K -1,750 Closed
MSFP
1087
Mark Sheptoff Financial Planning
Connecticut
– -$60K -1,250 Closed
SFM
1088
Signet Financial Management
New Jersey
– -$58K -1,205 Closed
EBA
1089
Eagle Bay Advisors
New York
– -$57K -1,200 Closed
OF
1090
Outfitter Financial
Maine
– -$48K -1,000 Closed
WWMSC
1091
Wagner Wealth Management (South Carolina)
South Carolina
– -$37K -770 Closed
CWM
1092
CarsonAllaria Wealth Management
Illinois
– -$33K -690 Closed
GI
1093
Gradient Investments
Minnesota
– -$28K -590 Closed
RWA
1094
RGT Wealth Advisors
Texas
– -$26K -545 Closed
VCM
1095
Vigilant Capital Management
Maine
– -$18K -375 Closed
AWA
1096
Amplius Wealth Advisors
Pennsylvania
– -$15K -320 Closed
CG
1097
Cutler Group
California
– -$11.1K -250 Closed
RPCONE
1098
Retirement Planning Company of New England
Rhode Island
– -$11K -250 Closed
M1FG
1099
Mach-1 Financial Group
Arkansas
– -$11K -235 Closed
TAM
1100
Tucker Asset Management
Colorado
– -$8.29K -175 Closed
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