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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4101
BankPlus Wealth Management
Mississippi
– -$206K -1,326 Closed
MPM
4102
MBB Public Markets
Illinois
– -$206K -1,324 Closed
MAG
4103
M3 Advisory Group
Massachusetts
– -$205K -1,322 Closed
RS
4104
R Squared
Hong Kong
– -$205K -1,317 Closed
WWMSC
4105
Wagner Wealth Management (South Carolina)
South Carolina
– -$203K -1,308 Closed
AFW
4106
Avantra Family Wealth
Pennsylvania
– -$203K -1,306 Closed
SMH
4107
Sanders Morris Harris
Texas
– -$202K -1,300 Closed
PRI
4108
Prepared Retirement Institute
Pennsylvania
– -$202K -1,299 Closed
TPW
4109
Transatlantique Private Wealth
New York
– -$201K -1,296 Closed
HWM
4110
HRC Wealth Management
Idaho
– -$201K -1,294 Closed
PHIC
4111
Pine Haven Investment Counsel
Massachusetts
– -$201K -1,293 Closed
SWM
4112
SilverOak Wealth Management
Minnesota
– -$201K -1,292 Closed
FF
4113
Francis Financial
– -$261K -1,248 Closed
AAM
4114
Alphadyne Asset Management
New York
– -$130K -834 Closed
NC
4115
North Capital
Utah
– -$129K -828 Closed
SFCL
4116
Strengthening Families & Communities LLC
Massachusetts
– -$126K -812 Closed
OBWP
4117
O'Brien Wealth Partners
Massachusetts
– -$106K -682 Closed
WBC
4118
Westpac Banking Corp
Australia
– -$87.3K -562 Closed
SCA
4119
Stuart Chaussee & Associates
California
– -$77.6K -500 Closed
CCM
4120
Cloud Capital Management
Washington
– -$75K -483 Closed
FLFS
4121
Family Legacy Financial Solutions
North Carolina
– -$71K -457 Closed
MSWA
4122
Marshall & Sterling Wealth Advisors
New York
– -$53.9K -348 Closed
CIR
4123
Clear Investment Research
Georgia
– -$50.9K -327 Closed
MAM
4124
Marquette Asset Management
Minnesota
– -$40.7K -262 Closed
XC
4125
XY Capital
Hong Kong
– -$36.3K -234 Closed
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