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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1126
Cahill Financial Advisors
Minnesota
– -$230K -832 Closed
LOAMU
1127
Lombard Odier Asset Management (USA)
New York
– -$228K -827 Closed
LF
1128
Lantz Financial
Illinois
– -$228K -826 Closed
MIS
1129
Morningstar Investment Services
Illinois
– -$224K -810 Closed
AWM
1130
Axxcess Wealth Management
California
– -$219K -795 Closed
RP
1131
Riverwater Partners
Wisconsin
– -$215K -780 Closed
RT
1132
Rockland Trust
Massachusetts
– -$213K -771 Closed
BAM
1133
Belpointe Asset Management
Nevada
– -$209K -756 Closed
B
1134
Bailard
California
– -$208K -753 Closed
EI
1135
Ellevest Inc
New York
– -$206K -748 Closed
MIFH
1136
Migdal Insurance & Financial Holdings
Israel
– -$120K -433 Closed
WPWM
1137
Western Pacific Wealth Management
Illinois
– -$99.4K -360 Closed
GWS
1138
Glassman Wealth Services
Virginia
– -$59.6K -216 Closed
PS
1139
Planned Solutions
California
– -$55.2K -200 Closed
ODG
1140
O'Dell Group
Ohio
– -$43.3K -157 Closed
FF
1141
Friedenthal Financial
New Jersey
– -$42.8K -155 Closed
PA
1142
PSI Advisors
Florida
– -$41.4K -150 Closed
SVCP
1143
Silicon Valley Capital Partners
California
– -$41.4K -150 Closed
TWA
1144
Tandem Wealth Advisors
Arizona
– -$27.6K -100 Closed
BWM
1145
BKM Wealth Management
Wisconsin
– -$22.9K -83 Closed
TCWA
1146
Turtle Creek Wealth Advisors
Texas
– -$19K -69 Closed
AS
1147
Altshuler Shaham
Israel
– -$18.8K -68 Closed
DI
1148
DAGCO Inc
Ohio
– -$17.9K -65 Closed
HF
1149
Halpern Financial
Virginia
– -$13.4K -50 Closed
TWM
1150
Tradition Wealth Management
Minnesota
– -$6K -22 Closed
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