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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
3301
Prosperity Capital Advisors
Ohio
– -$219K -4,067 Closed
IPW
3302
Intergy Private Wealth
Colorado
– -$218K -4,054 Closed
APW
3303
Axim Planning & Wealth
Ohio
– -$216K -4,019 Closed
LC
3304
Landaas & Company
Wisconsin
– -$215K -4,006 Closed
NFC
3305
Northeast Financial Consultants
Connecticut
– -$215K -4,000 Closed
SCA
3306
Southern Capital Advisors
Tennessee
– -$215K -3,997 Closed
CCFM
3307
Clear Creek Financial Management
Washington
– -$216K -3,986 Closed
PJSIMP
3308
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$212K -3,982 Closed
CWP
3309
Curated Wealth Partners
California
– -$213K -3,970 Closed
LC
3310
Lavaca Capital
Texas
– -$213K -3,970 Closed
CC
3311
Constitution Capital
Connecticut
– -$212K -3,950 Closed
HA
3312
HFG Advisors
Ohio
– -$212K -3,939 Closed
MC
3313
Miramar Capital
Illinois
– -$212K -3,937 Closed
IFPG
3314
Intrepid Financial Planning Group
Indiana
– -$211K -3,925 Closed
WSWA
3315
Warren Street Wealth Advisors
California
– -$209K -3,879 Closed
KPWG
3316
KFA Private Wealth Group
Virginia
– -$208K -3,863 Closed
MCM
3317
Mendel Capital Management
Arkansas
– -$207K -3,855 Closed
DCM
3318
Deuterium Capital Management
Florida
– -$209K -3,842 Closed
VIM
3319
VELA Investment Management
Ohio
– -$206K -3,832 Closed
LFP
3320
Lakeshore Financial Planning
Michigan
– -$206K -3,827 Closed
IMA
3321
Investment Management Associates
Colorado
– -$205K -3,811 Closed
DWP
3322
Destiny Wealth Partners
Florida
– -$204K -3,802 Closed
SAM
3323
Secure Asset Management
Michigan
– -$204K -3,797 Closed
MIM
3324
Moseley Investment Management
Florida
– -$203K -3,776 Closed
YWM
3325
Yoder Wealth Management
California
– -$202K -3,765 Closed
131 132
133
134 135