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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1351
DGS Capital Management
New Jersey
– -$643K -4,736 Closed
HAG
1352
HighPoint Advisor Group
Illinois
– -$602K -4,439 Closed
CG
1353
Cynosure Group
Utah
– -$565K -4,161 Closed
TWPM
1354
Total Wealth Planning & Management
Florida
– -$563K -4,145 Closed
RMC
1355
Ring Mountain Capital
California
– -$516K -3,950 Closed
WI
1356
WBI Investments
New Jersey
– -$534K -3,938 Closed
FFM
1357
Forum Financial Management
Illinois
– -$510K -3,761 Closed
A
1358
AlphaQuest
New York
– -$497K -3,659 Closed
ICP
1359
Interchange Capital Partners
Pennsylvania
– -$477K -3,511 Closed
LCM
1360
Landscape Capital Management
New Jersey
– -$464K -3,421 Closed
EW
1361
Elyxium Wealth
California
– -$433K -3,192 Closed
EW
1362
Expressive Wealth
Illinois
– -$415K -3,058 Closed
TCWA
1363
Turtle Creek Wealth Advisors
Texas
– -$405K -2,984 Closed
MG
1364
Marex Group
– -$388K -2,983 Closed
MA
1365
MJP Associates
Connecticut
– -$397K -2,924 Closed
OWCM
1366
One Wealth Capital Management
Arizona
– -$393K -2,892 Closed
SLT
1367
St Louis Trust
Missouri
– -$385K -2,837 Closed
KRW
1368
Kaufman Rossin Wealth
Florida
– -$357K -2,630 Closed
PP
1369
Patron Partners
Texas
– -$350K -2,579 Closed
DP
1370
DDD Partners
Washington
– -$338K -2,492 Closed
SCM
1371
Saba Capital Management
New York
– -$321K -2,365 Closed
PCM
1372
Pathway Capital Management
California
– -$310K -2,281 Closed
CL
1373
CSS LLC
Illinois
– -$301K -2,220 Closed
CGF
1374
Constant Guidance Financial
Massachusetts
– -$299K -2,200 Closed
WAG
1375
Wallace Advisory Group
California
– -$294K -2,167 Closed
53 54
55
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