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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1376
Conning Inc
Connecticut
– -$292K -2,151 Closed
9C
1377
9823 Capital
Texas
– -$286K -2,106 Closed
KWMG
1378
King Wealth Management Group
Florida
– -$271K -2,000 Closed
WI
1379
WrapManager Inc
California
– -$263K -1,941 Closed
CP
1380
Castleview Partners
Texas
– -$261K -1,925 Closed
SHGA
1381
Sand Hill Global Advisors
California
– -$253K -1,867 Closed
GCM
1382
Gallacher Capital Management
Colorado
– -$253K -1,866 Closed
FCM
1383
Firestone Capital Management
Florida
– -$252K -1,857 Closed
IWAO
1384
Independence Wealth Advisors (Ohio)
Ohio
– -$236K -1,739 Closed
DWM
1385
Dakota Wealth Management
Florida
– -$235K -1,728 Closed
FFO
1386
Fiduciary Family Office
Florida
– -$231K -1,700 Closed
JIC
1387
Joel Isaacson & Co
New York
– -$228K -1,683 Closed
TFA
1388
Tranquilli Financial Advisor
New Jersey
– -$217K -1,598 Closed
KP
1389
Keel Point
Alabama
– -$214K -1,574 Closed
OR
1390
Olympiad Research
Connecticut
– -$214K -1,574 Closed
CPL
1391
CAP Partners LLC
Tennessee
– -$213K -1,568 Closed
AFT
1392
Alpha Family Trust
California
– -$209K -1,540 Closed
CWS
1393
Confluence Wealth Services
Pennsylvania
– -$209K -1,538 Closed
AGP
1394
Autumn Glory Partners
Texas
– -$208K -1,530 Closed
MWM
1395
Modera Wealth Management
New Jersey
– -$208K -1,530 Closed
HKIMG
1396
Hutchens & Kramer Investment Management Group
Indiana
– -$207K -1,526 Closed
BRWA
1397
B. Riley Wealth Advisors
Florida
– -$206K -1,515 Closed
PDL
1398
Portfolio Design Labs
California
– -$206K -1,515 Closed
BWS
1399
Buck Wealth Strategies
Colorado
– -$204K -1,505 Closed
SC
1400
Sapient Capital
Indiana
– -$206K -1,504 Closed
54 55
56
57 58