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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2601
Inspirion Wealth Advisors
Illinois
– -$509K -1,918 Closed
CCM
2602
Carlson Capital Management
Minnesota
– -$501K -1,887 Closed
HTC
2603
Haverford Trust Company
Pennsylvania
– -$500K -1,885 Closed
AIP
2604
ARS Investment Partners
New York
– -$497K -1,875 Closed
HIG
2605
Heritage Investment Group
Florida
– -$497K -1,875 Closed
AIP
2606
Ahrens Investment Partners
Louisiana
– -$496K -1,870 Closed
OFA
2607
Oak Family Advisors
Illinois
– -$494K -1,864 Closed
PCI
2608
Planning Center Inc
Illinois
– -$403K -1,863 Closed
EA
2609
Eudaimonia Advisors
Tennessee
– -$493K -1,859 Closed
EA
2610
Echo45 Advisors
California
– -$491K -1,850 Closed
PCWA
2611
Pacific Capital Wealth Advisors
California
– -$489K -1,842 Closed
CWA
2612
CJM Wealth Advisers
Virginia
– -$485K -1,829 Closed
IFA
2613
Index Fund Advisors
California
– -$482K -1,819 Closed
PTC
2614
Philadelphia Trust Company
Pennsylvania
– -$478K -1,803 Closed
AWM
2615
Aprio Wealth Management
Georgia
– -$473K -1,783 Closed
DA
2616
Dash Acquisitions
California
– -$471K -1,775 Closed
KC
2617
Kinloch Capital
Virginia
– -$470K -1,772 Closed
SWK
2618
Stephen W. Kidder
– -$469K -1,770 Closed
CCM
2619
Canal Capital Management
Virginia
– -$467K -1,759 Closed
FNBOSM
2620
First National Bank of South Miami
Florida
– -$459K -1,731 Closed
CF
2621
Clarity Financial
Texas
– -$456K -1,720 Closed
VRM
2622
Vectors Research Management
New York
– -$455K -1,716 Closed
AWA
2623
Amplius Wealth Advisors
Pennsylvania
– -$455K -1,714 Closed
SFA
2624
Source Financial Advisors
New York
– -$453K -1,709 Closed
GSIS
2625
Global Strategic Investment Solutions
Arizona
– -$448K -1,690 Closed
103 104
105
106 107