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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2726
Brookfield Corp
Ontario, Canada
– -$341K -9,180 Closed
NWM
2727
NEIRG Wealth Management
Massachusetts
– -$336K -9,046 Closed
KS
2728
Karpas Strategies
Connecticut
– -$325K -8,740 Closed
QIM
2729
Quantitative Investment Management
Virginia
– -$314K -8,460 Closed
GWM
2730
GSB Wealth Management
Connecticut
– -$312K -8,395 Closed
BCM
2731
Buckhead Capital Management
Georgia
– -$311K -8,372 Closed
CWA
2732
CM Wealth Advisors
Ohio
– -$287K -8,278 Closed
LPT
2733
Legacy Private Trust
Wisconsin
– -$307K -8,256 Closed
Edgewood Management
2734
Edgewood Management
Connecticut
– -$301K -8,096 Closed
TDC
2735
Thompson Davis & Co
Virginia
– -$295K -7,930 Closed
MM
2736
MQS Management
New York
– -$293K -7,889 Closed
BWM
2737
Baron Wealth Management
Michigan
– -$287K -7,723 Closed
LGG
2738
Luts & Greenleigh Group
Maryland
– -$286K -7,689 Closed
KWS
2739
Keystone Wealth Services
California
– -$286K -7,682 Closed
CFO
2740
CVA Family Office
Colorado
– -$286K -7,680 Closed
HVP
2741
Hudson Value Partners
Florida
– -$284K -7,645 Closed
GPA
2742
Guerra Pan Advisors
New Jersey
– -$284K -7,625 Closed
SMA
2743
Sage Mountain Advisors
Georgia
– -$281K -7,567 Closed
WIC
2744
Wilkins Investment Counsel
Massachusetts
– -$281K -7,544 Closed
GA
2745
Gateway Advisory
New Jersey
– -$278K -7,483 Closed
RFN
2746
Redwood Financial Network
Ohio
– -$274K -7,373 Closed
QC
2747
Quadrature Capital
United Kingdom
– -$273K -7,341 Closed
IAM
2748
Innovis Asset Management
Illinois
– -$270K -7,254 Closed
PWM
2749
Prosperity Wealth Management
California
– -$270K -7,248 Closed
AR
2750
Advisory Research
Illinois
– -$269K -7,220 Closed
108 109
110
111 112