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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2926
HeadInvest LLC
Maine
– -$314K -1,187 Closed
MJP
2927
Michael J. Puzo
– -$314K -1,184 Closed
AF
2928
Apollon Financial
South Carolina
– -$312K -1,179 Closed
SFG
2929
SevenBridge Financial Group
Pennsylvania
– -$269K -1,174 Closed
EHC
2930
Everett Harris & Co
California
– -$309K -1,165 Closed
CSF
2931
Capital Squared Financial
Maryland
– -$307K -1,159 Closed
C1AG
2932
Client 1st Advisory Group
Florida
– -$307K -1,159 Closed
TMC
2933
Themes Management Co
Connecticut
– -$307K -1,157 Closed
MWA
2934
Motive Wealth Advisors
Michigan
– -$305K -1,153 Closed
MWM
2935
Mindset Wealth Management
Indiana
– -$305K -1,150 Closed
OFW
2936
Omnia Family Wealth
Florida
– -$302K -1,138 Closed
MWA
2937
Midland Wealth Advisors
Illinois
– -$300K -1,133 Closed
SIAP
2938
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$300K -1,133 Closed
JWM
2939
JGP Wealth Management
Oregon
– -$300K -1,131 Closed
RTC
2940
Real Talk Capital
Tennessee
– -$297K -1,120 Closed
EV
2941
EJMK Ventures
Illinois
– -$296K -1,116 Closed
PCH
2942
PGIM Custom Harvest
New Jersey
– -$296K -1,116 Closed
SYBT
2943
Stock Yards Bank & Trust
Kentucky
– -$294K -1,111 Closed
SCM
2944
SOL Capital Management
Maryland
– -$293K -1,106 Closed
MWM
2945
Momentous Wealth Management
Washington
– -$289K -1,091 Closed
EW
2946
Element Wealth
Mississippi
– -$288K -1,089 Closed
AIS
2947
AM Investment Strategies
Tennessee
– -$287K -1,085 Closed
TCM
2948
Traynor Capital Management
Pennsylvania
– -$286K -1,078 Closed
FHC
2949
First Heartland Consultants
Missouri
– -$285K -1,077 Closed
CCA
2950
Carrera Capital Advisors
Michigan
– -$284K -1,069 Closed
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118
119 120