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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
901
Patten Group
Tennessee
– -$33K -1,500 Closed
MA
902
MUFG Americas
New York
– -$30K -1,335 Closed
PA
903
Perennial Advisors
New York
– -$26K -1,185 Closed
WANY
904
Wealthspire Advisors (New York)
New York
– -$26K -1,155 Closed
MWA
905
Meridian Wealth Advisors
Texas
– -$25K -1,125 Closed
GWA
906
Guidant Wealth Advisors
Illinois
– -$20K -915 Closed
W
907
WealthOne
New York
– -$19K -870 Closed
AWMS
908
Advocacy Wealth Management Services
Georgia
– -$15K -675 Closed
BOPW
909
Brandywine Oak Private Wealth
Pennsylvania
– -$11K -540 Closed
TWMP
910
Taylor Wealth Management Partners
Massachusetts
– -$7K -330 Closed
GEA
911
Glen Eagle Advisors
New Jersey
– -$6.99K -315 Closed
DWM
912
Doyle Wealth Management
Florida
– -$7K -300 Closed
LF
913
Lee Financial
Texas
– -$7K -300 Closed
BL
914
Balentine LLC
Georgia
– -$6K -270 Closed
PHK
915
Point72 Hong Kong
Hong Kong
– -$4K -165 Closed
CC
916
Claybrook Capital
Massachusetts
– -$3K -150 Closed
WDL
917
Well Done LLC
Michigan
– -$3K -150 Closed
OFW
918
Omnia Family Wealth
Florida
– -$3K -120 Closed
PWMG
919
Prestige Wealth Management Group
New Jersey
– -$2K -75 Closed
RCG
920
Ruggie Capital Group
Florida
– -$2K -75 Closed
APC
921
Aspire Private Capital
North Carolina
– -$1K -45 Closed
BCMIO
922
Beacon Capital Management Inc (Ohio)
Ohio
– -$1K -30 Closed
SAM
923
Shamrock Asset Management
Texas
– +$301 +15 New
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