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Name Holding Trade Value Shares
Change 		Change in
Stake
BAMCO Inc
1201
BAMCO Inc
New York
– -$407K -1,578 Closed
CRC
1202
Curi RMB Capital
Illinois
– -$383K -1,484 Closed
CIS
1203
Custom Index Systems
New York
– -$364K -1,412 Closed
SWP
1204
Stratos Wealth Partners
Ohio
– -$363K -1,407 Closed
FWM
1205
FFT Wealth Management
Pennsylvania
– -$337K -1,306 Closed
CPM
1206
Connective Portfolio Management
New York
– -$310K -1,200 Closed
DS
1207
DRW Securities
Illinois
– -$297K -1,150 Closed
AIM
1208
Advyzon Investment Management
Illinois
– -$292K -1,130 Closed
MYLI
1209
Meiji Yasuda Life Insurance
Japan
– -$290K -1,123 Closed
GCS
1210
Gordian Capital (Singapore)
Singapore
– -$275K -1,067 Closed
IAG
1211
Investment Advisory Group
Massachusetts
– -$271K -1,050 Closed
JSC
1212
Jackson Square Capital
California
– -$260K -1,009 Closed
PL
1213
Perpetual Ltd
Australia
– -$259K -1,004 Closed
NCFG
1214
New Century Financial Group
New Jersey
– -$243K -961 Closed
CFO
1215
Callan Family Office
Pennsylvania
– -$236K -916 Closed
SAMT
1216
Select Asset Management & Trust
Pennsylvania
– -$233K -902 Closed
IAIM
1217
International Assets Investment Management
Florida
– -$222K -882 Closed
VDI
1218
Vaughan David Investments
Illinois
– -$227K -879 Closed
FA
1219
FDx Advisors
Illinois
– -$226K -875 Closed
CAG
1220
Csenge Advisory Group
Florida
– -$225K -871 Closed
GWMR
1221
GC Wealth Management RIA
Massachusetts
– -$215K -834 Closed
AC
1222
ASB Consultores
Florida
– -$214K -831 Closed
OF
1223
Optimize Financial
California
– -$208K -806 Closed
SW
1224
SkyOak Wealth
Michigan
– -$206K -800 Closed
DF
1225
Define Financial
California
– -$202K -783 Closed
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