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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Concord Wealth Partners
Virginia
– -$19.7K -82 Closed
EB
1202
Eastern Bank
Massachusetts
– -$19.5K -81 Closed
TCM
1203
TruNorth Capital Management
Michigan
– -$18.8K -78 Closed
YDMI
1204
Y.D. More Investments
Israel
– -$43 -58 Closed
LCM
1205
Logan Capital Management
Pennsylvania
– -$12K -50 Closed
NMG
1206
New Millennium Group
Utah
– -$12K -50 Closed
SWP
1207
Strategic Wealth Partners
Ohio
– -$10.4K -43 Closed
PPC
1208
Park Place Capital
Alabama
– -$9.15K -38 Closed
PG
1209
Proffitt & Goodson
Tennessee
– -$7.7K -32 Closed
HWA
1210
HHM Wealth Advisors
Tennessee
– -$6.74K -28 Closed
PPA
1211
Painted Porch Advisors
California
– -$4.82K -20 Closed
CCM
1212
Cloud Capital Management
Washington
– -$4K -19 Closed
CH
1213
Cromwell Holdings
Wyoming
– -$4.57K -19 Closed
FLP
1214
Financial Life Planners
Arizona
– -$4.09K -17 Closed
HDIM
1215
Hanson & Doremus Investment Management
Vermont
– -$4K -17 Closed
AWM
1216
Activest Wealth Management
Florida
– -$3.13K -13 Closed
ACM
1217
Accent Capital Management
Ohio
– -$2.89K -12 Closed
HHGA
1218
Halbert Hargrove Global Advisors
California
– -$2.41K -10 Closed
TIM
1219
Tortoise Investment Management
New York
– -$2.17K -9 Closed
PAM
1220
Palisade Asset Management
Minnesota
– -$1.93K -8 Closed
TCOT
1221
Trust Company of Toledo
Ohio
– -$1.93K -8 Closed
EWP
1222
Elevation Wealth Partners
California
– -$1.2K -5 Closed
HWA
1223
Heartwood Wealth Advisors
Virginia
– -$1.2K -5 Closed
KFP
1224
Kerr Financial Planning
California
– -$918 -4 Closed
TCA
1225
Trifecta Capital Advisors
Illinois
– -$963 -4 Closed
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