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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
3051
Jag Capital Management
Missouri
– -$236K -891 Closed
KFGK
3052
Keystone Financial Group (Kentucky)
Kentucky
– -$236K -890 Closed
KCPG
3053
Kavar Capital Partners Group
Kansas
– -$233K -879 Closed
GG
3054
Gleason Group
Kentucky
– -$232K -874 Closed
FI
3055
Financial Insights
Washington
– -$231K -872 Closed
VCM
3056
Vivaldi Capital Management
Illinois
– -$231K -872 Closed
GT
3057
GreatBanc Trust
Illinois
– -$230K -870 Closed
RIA
3058
Realta Investment Advisors
Delaware
– -$229K -865 Closed
SFO
3059
Stenger Family Office
Illinois
– -$229K -865 Closed
MPCL
3060
My Personal CFO LLC
Washington
– -$228K -860 Closed
PCMNC
3061
Piedmont Capital Management (North Carolina)
North Carolina
– -$227K -856 Closed
AZ
3062
Alpha Zero
Florida
– -$226K -852 Closed
TWPM
3063
Total Wealth Planning & Management
Florida
– -$225K -849 Closed
OCA
3064
Odyssey Capital Advisors
Pennsylvania
– -$225K -848 Closed
KWM
3065
Keebeck Wealth Management
Illinois
– -$224K -845 Closed
NWM
3066
Nolet Wealth Management
Texas
– -$224K -845 Closed
RFA
3067
Resurgent Financial Advisors
Georgia
– -$224K -845 Closed
WIM
3068
Warwick Investment Management
Texas
– -$224K -845 Closed
AWA
3069
Archvest Wealth Advisors
California
– -$223K -842 Closed
KA
3070
KDT Advisors
New York
– -$222K -838 Closed
F8IS
3071
Figure 8 Investment Strategies
Idaho
– -$222K -837 Closed
IA
3072
Insight Advisors
Pennsylvania
– -$221K -834 Closed
BWP
3073
BlueStem Wealth Partners
Minnesota
– -$221K -833 Closed
CWM
3074
Collaborative Wealth Management
Florida
– -$220K -831 Closed
RA
3075
Rise Advisors
New York
– -$220K -831 Closed
121 122
123
124 125