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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1926
Greenup Street Wealth Management
Michigan
– -$2.23M -77,645 Closed
VF
1927
Virtu Financial
New York
– -$2.16M -75,351 Closed
AIM
1928
Access Investment Management
Georgia
– -$2.12M -73,750 Closed
SWM
1929
Scissortail Wealth Management
Oklahoma
– -$2.06M -71,833 Closed
FA
1930
Fiduciary Alliance
South Carolina
– -$2.03M -71,690 Closed
EC
1931
Estate Counselors
Wisconsin
– -$1.84M -64,200 Closed
TSS
1932
Two Sigma Securities
New York
– -$1.73M -60,229 Closed
KFP
1933
KMG Fiduciary Partners
Ohio
– -$1.68M -58,427 Closed
PWP
1934
Precedent Wealth Partners
Texas
– -$1.64M -57,036 Closed
PWA
1935
Phoenix Wealth Advisors
North Carolina
– -$1.56M -54,284 Closed
AT
1936
American Trust
Kentucky
– -$1.48M -51,585 Closed
CIP
1937
Convergence Investment Partners
Florida
– -$1.45M -50,524 Closed
GCM
1938
Graham Capital Management
Connecticut
– -$1.44M -50,308 Closed
ISS
1939
Intesa Sanpaolo SpA.
Italy
– -$1.29M -44,969 Closed
GCP
1940
GSA Capital Partners
United Kingdom
– -$1.24M -43,215 Closed
SWM
1941
Sendero Wealth Management
Texas
– -$1.23M -42,739 Closed
MCA
1942
Magnolia Capital Advisors
Mississippi
– -$1.22M -42,482 Closed
OAM
1943
Oxford Asset Management
United Kingdom
– -$1.22M -42,384 Closed
AIA
1944
Affinity Investment Advisors
California
– -$1.1M -38,225 Closed
AGM
1945
Alpine Global Management
New York
– -$1.09M -38,026 Closed
PC
1946
Permanens Capital
New York
– -$1.09M -37,901 Closed
QI
1947
Qtron Investments
Massachusetts
– -$998K -34,756 Closed
JF
1948
Jump Financial
Illinois
– -$994K -34,616 Closed
PCP
1949
Perbak Capital Partners
United Kingdom
– -$989K -34,432 Closed
KOC
1950
Koss-Olinger Consulting
Florida
– -$982K -34,215 Closed
76 77
78
79 80