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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1026
Capula Management
Cayman Islands
– -$169K -635 Closed
GSEP
1027
Golden State Equity Partners
California
– -$80.8K -534 Closed
SIS
1028
Sound Income Strategies
Florida
– -$71.2K -459 Closed
AWM
1029
Activest Wealth Management
Florida
– -$66.6K -440 Closed
GAA
1030
Global Assets Advisory
Florida
– -$60.5K -400 Closed
WOSD
1031
WFA of San Diego
California
– -$45.4K -300 Closed
AWM
1032
Abound Wealth Management
Tennessee
– -$29.3K -194 Closed
TGY2IT
1033
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$23.6K -156 Closed
WSFG
1034
Wall Street Financial Group
Illinois
– -$23.4K -155 Closed
LWMI
1035
Legacy Wealth Management (Idaho)
Idaho
– -$15.1K -100 Closed
HPC
1036
HM Payson & Co
Maine
– -$12K -79 Closed
DWA
1037
Delos Wealth Advisors
Texas
– -$11.3K -75 Closed
RCM
1038
Ravenstone Capital Management
– -$9.83K -65 Closed
RIAS
1039
Rachor Investment Advisory Services
Michigan
– -$9.23K -61 Closed
TF
1040
Tompkins Financial
New York
– -$9.08K -60 Closed
RFP
1041
Root Financial Partners
California
– -$8.47K -56 Closed
VR
1042
Vision Retirement
New Jersey
– -$6.35K -42 Closed
AP
1043
Aspect Partners
Virginia
– -$4.39K -29 Closed
BOJHT
1044
Bank of Jackson Hole Trust
Wyoming
– -$4.08K -27 Closed
BTD
1045
BankPlus Trust Department
Mississippi
– -$3.78K -25 Closed
NB
1046
NBT Bank
New York
– -$2.27K -15 Closed
WFAG
1047
Worth Financial Advisory Group
North Carolina
– -$572K -14 Closed
OCM
1048
Osbon Capital Management
Massachusetts
– -$303 -2 Closed
CMP
1049
Coston McIsaac & Partners
Maine
– +$266 +1 New
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