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Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
2901
Triasima Portfolio Management
Quebec, Canada
– -$254K -5,000 Closed
JF
2902
Joule Financial
Kentucky
– -$253K -4,995 Closed
AHB
2903
Abner Herrman & Brock
New Jersey
– -$253K -4,980 Closed
MWM
2904
MBE Wealth Management
Wisconsin
– -$252K -4,973 Closed
ONSWM
2905
Old North State Wealth Management
North Carolina
– -$252K -4,965 Closed
CL
2906
CIM LLC
New York
– -$250K -4,957 Closed
HAC
2907
Harbor Advisory Corp
New Hampshire
– -$251K -4,949 Closed
MW
2908
MBL Wealth
North Carolina
– -$251K -4,948 Closed
LWMNY
2909
Landmark Wealth Management (New York)
New York
– -$251K -4,947 Closed
SCA
2910
Scott Capital Advisors
Oregon
– -$251K -4,944 Closed
WH
2911
Willner & Heller
California
– -$251K -4,943 Closed
JF
2912
JSF Financial
California
– -$251K -4,941 Closed
NWA
2913
New World Advisors
Massachusetts
– -$249K -4,938 Closed
CIAS
2914
CBIZ Investment Advisory Services
Ohio
– -$250K -4,929 Closed
ASC
2915
Atalanta Sosnoff Capital
New York
– -$249K -4,916 Closed
AWM
2916
Avaii Wealth Management
Wisconsin
– -$249K -4,904 Closed
SA
2917
Scarborough Advisors
Maryland
– -$248K -4,895 Closed
CIM
2918
Chapman Investment Management
California
– -$248K -4,893 Closed
HKIMG
2919
Hutchens & Kramer Investment Management Group
Indiana
– -$253K -4,890 Closed
QWM
2920
Quaker Wealth Management
New Jersey
– -$248K -4,885 Closed
KWM
2921
Keebeck Wealth Management
Illinois
– -$247K -4,871 Closed
CWP
2922
Curated Wealth Partners
California
– -$245K -4,842 Closed
NCM
2923
Noesis Capital Mangement
Florida
– -$246K -4,841 Closed
NFG
2924
Northeast Financial Group
Pennsylvania
– -$246K -4,839 Closed
TP
2925
Tranquility Partners
Tennessee
– -$245K -4,837 Closed
115 116
117
118 119