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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3626
Curated Wealth Partners
California
– -$272K -1,804 Closed
CP
3627
Camelot Portfolios
Ohio
– -$254K -1,701 Closed
WCA
3628
Waypoint Capital Advisors
Minnesota
– -$252K -1,687 Closed
DA
3629
Detalus Advisors
Missouri
– -$250K -1,675 Closed
DP
3630
Divergent Planning
Maryland
– -$247K -1,655 Closed
MA
3631
Mezzasalma Advisors
New Jersey
– -$247K -1,654 Closed
AL
3632
ACAS LLC
California
– -$243K -1,626 Closed
PFM
3633
Peak Financial Management
Massachusetts
– -$241K -1,617 Closed
HCM
3634
Howard Capital Management
Georgia
– -$240K -1,607 Closed
KOC
3635
Koss-Olinger Consulting
Florida
– -$239K -1,602 Closed
AF
3636
Aldebaran Financial
– -$237K -1,590 Closed
FI
3637
Finivi Inc
Massachusetts
– -$231K -1,550 Closed
ACA
3638
Atlas Capital Advisors
Wyoming
– -$228K -1,528 Closed
CCMT
3639
CMT Capital Markets Trading
Germany
– -$226K -1,500 Closed
IEFM
3640
IQ EQ Fund Management
Ireland
– -$223K -1,498 Closed
MWA
3641
MFA Wealth Advisors
Pennsylvania
– -$223K -1,497 Closed
ICM
3642
Intrepid Capital Management
Florida
– -$223K -1,492 Closed
HG
3643
Harbor Group
New Hampshire
– -$220K -1,475 Closed
ORC
3644
O'Rourke & Company
Massachusetts
– -$207K -1,390 Closed
BSHC
3645
Breed's Hill Capital
Massachusetts
– -$203K -1,363 Closed
TFG
3646
Taylor Financial Group
Virginia
– -$201K -1,349 Closed
NMG
3647
New Millennium Group
Utah
– -$190K -1,275 Closed
CBC
3648
Coombe, Bender & Co
New York
– -$170K -1,138 Closed
AI
3649
AXS Investments
New York
– -$163K -1,095 Closed
AP
3650
Arlington Partners
Alabama
– -$157K -1,055 Closed
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