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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1351
Mission Creek Capital Partners
California
– -$901K -6,640 Closed
SMA
1352
Sage Mountain Advisors
Georgia
– -$859K -6,328 Closed
NWMG
1353
National Wealth Management Group
Ohio
– -$796K -5,866 Closed
CCM
1354
Capstone Capital Management
– -$686K -5,053 Closed
UOTTAIMCU
1355
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$681K -5,018 Closed
DCM
1356
DGS Capital Management
New Jersey
– -$643K -4,736 Closed
HAG
1357
HighPoint Advisor Group
Illinois
– -$602K -4,439 Closed
CG
1358
Cynosure Group
Utah
– -$565K -4,161 Closed
TWPM
1359
Total Wealth Planning & Management
Florida
– -$563K -4,145 Closed
RMC
1360
Ring Mountain Capital
California
– -$516K -3,950 Closed
WI
1361
WBI Investments
New Jersey
– -$534K -3,938 Closed
FFM
1362
Forum Financial Management
Illinois
– -$510K -3,761 Closed
A
1363
AlphaQuest
New York
– -$497K -3,659 Closed
ICP
1364
Interchange Capital Partners
Pennsylvania
– -$477K -3,511 Closed
LCM
1365
Landscape Capital Management
New Jersey
– -$464K -3,421 Closed
EW
1366
Elyxium Wealth
California
– -$433K -3,192 Closed
EW
1367
Expressive Wealth
Illinois
– -$415K -3,058 Closed
TCWA
1368
Turtle Creek Wealth Advisors
Texas
– -$405K -2,984 Closed
MG
1369
Marex Group
– -$388K -2,983 Closed
MA
1370
MJP Associates
Connecticut
– -$397K -2,924 Closed
OWCM
1371
One Wealth Capital Management
Arizona
– -$393K -2,892 Closed
SLT
1372
St Louis Trust
Missouri
– -$385K -2,837 Closed
KRW
1373
Kaufman Rossin Wealth
Florida
– -$357K -2,630 Closed
PP
1374
Patron Partners
Texas
– -$350K -2,579 Closed
DP
1375
DDD Partners
Washington
– -$338K -2,492 Closed
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56 57