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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2101
Merrion Investment Management
New Jersey
– -$226K -3,005 Closed
SWM
2102
Sagace Wealth Management
Florida
– -$253K -2,979 Closed
UAS
2103
United Asset Strategies
New York
– -$224K -2,976 Closed
PFPT
2104
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$223K -2,970 Closed
QPWM
2105
Quadrant Private Wealth Management
Pennsylvania
– -$223K -2,964 Closed
FC
2106
Fusion Capital
South Carolina
– -$221K -2,936 Closed
WE
2107
Wealth Effects
Massachusetts
– -$220K -2,927 Closed
SAM
2108
Seelaus Asset Management
New Jersey
– -$219K -2,920 Closed
BWM
2109
BCGM Wealth Management
Indiana
– -$219K -2,919 Closed
WAM
2110
Worth Asset Management
Texas
– -$218K -2,906 Closed
JCM
2111
Jacobi Capital Management
Pennsylvania
– -$217K -2,889 Closed
FPAS
2112
Focus Partners Advisor Solutions
Missouri
– -$217K -2,887 Closed
LA
2113
Lifeworks Advisors
Michigan
– -$216K -2,868 Closed
TW
2114
Traveka Wealth
California
– -$215K -2,861 Closed
TCWA
2115
Turtle Creek Wealth Advisors
Texas
– -$215K -2,857 Closed
KOC
2116
Koss-Olinger Consulting
Florida
– -$214K -2,852 Closed
GGA
2117
Granite Group Advisors
Connecticut
– -$213K -2,835 Closed
WP
2118
Westmount Partners
California
– -$213K -2,834 Closed
EFL
2119
ERn Financial LLC
Wisconsin
– -$213K -2,832 Closed
RBFC
2120
Roman Butler Fullerton & Co
Missouri
– -$233K -2,803 Closed
CIA
2121
Choate Investment Advisors
Massachusetts
– -$210K -2,788 Closed
DCM
2122
DGS Capital Management
New Jersey
– -$209K -2,784 Closed
TCWM
2123
Total Clarity Wealth Management
Illinois
– -$208K -2,767 Closed
SIC
2124
Samalin Investment Counsel
New York
– -$207K -2,758 Closed
NG
2125
Norden Group
Utah
– -$207K -2,752 Closed
83 84
85
86 87