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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
Greenhouse Wealth Management
Connecticut
– -$116K -2,778 Closed
DWM
702
Defined Wealth Management
Oregon
– -$100K -2,381 Closed
TIAM2
703
Tru Independence Asset Management 2
Oregon
– -$64K -1,521 Closed
PWM
704
Perigon Wealth Management
California
– -$62K -1,475 Closed
CG
705
Cutler Group
California
– -$68K -1,455 Closed
PFO
706
Pathstone Family Office
New Jersey
– -$56K -1,332 Closed
RPWA
707
Regent Peak Wealth Advisors
Georgia
– -$48K -1,158 Closed
CDIA
708
Capital Directions Investment Advisors
Georgia
– -$39K -926 Closed
TPWA
709
TRUE Private Wealth Advisors
Oregon
– -$34K -818 Closed
JCM
710
Jacobi Capital Management
Pennsylvania
– -$34K -807 Closed
CAAS
711
Capital Asset Advisory Services
Michigan
– -$30K -726 Closed
CCA
712
Childress Capital Advisors
Texas
– -$29K -685 Closed
FTDI
713
First Trust Direct Indexing
Massachusetts
– -$27K -635 Closed
SSB
714
Sandy Spring Bank
Maryland
– -$22K -529 Closed
PCM
715
Peregrine Capital Management
Minnesota
– -$16K -370 Closed
AF
716
Advisornet Financial
Minnesota
– -$16.7K -357 -98%
RWA
717
Ropes Wealth Advisors
Massachusetts
– -$11K -265 Closed
FCH
718
Freestone Capital Holdings
Washington
– -$8.53K -204 Closed
KCM
719
Kathmere Capital Management
Pennsylvania
– -$8K -198 Closed
SQA
720
Simon Quick Advisors
New Jersey
– -$5K -130 Closed
CWA
721
Clearview Wealth Advisors
Oregon
– -$5K -120 Closed
PWPS
722
Pinnacle Wealth Planning Services
Ohio
– -$5K -116 Closed
IA
723
Inspire Advisors
Idaho
– -$4K -103 Closed
ICP
724
Interchange Capital Partners
Pennsylvania
– -$3K -83 Closed
EA
725
Elm Advisors
California
– -$3K -61 Closed
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