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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
4176
LeClair Wealth Partners
Ohio
– -$760K -3,672 Closed
CFA
4177
Collaborative Fund Advisors
Nevada
– -$753K -3,639 Closed
WWMP
4178
Wagner Wealth Management (Pennsylvania)
Pennsylvania
– -$751K -3,628 Closed
CA
4179
Chatterton & Associates
California
– -$652K -3,427 Closed
UWS
4180
Unique Wealth Strategies
Illinois
– -$705K -3,409 Closed
OFC
4181
Oakland Financial Corp
– -$683K -3,300 Closed
SFG
4182
Shum Financial Group
California
– -$641K -3,096 Closed
AMPWP
4183
Alvarez & Marsal Private Wealth Partners
Florida
– -$610K -2,949 Closed
CLIP
4184
Colter Lewis Investment Partners
Connecticut
– -$568K -2,746 Closed
LAM
4185
Lifestyle Asset Management
Texas
– -$551K -2,665 Closed
WC
4186
Wolfstich Capital
Massachusetts
– -$558K -2,646 Closed
UFF
4187
USA Financial Formulas
Michigan
– -$538K -2,598 Closed
APM
4188
a16z Perennial Management
California
– -$533K -2,575 Closed
PFW
4189
Petros Family Wealth
Minnesota
– -$508K -2,454 Closed
IG
4190
IFS Group
Pennsylvania
– -$506K -2,447 Closed
SCM
4191
Summerhill Capital Management
Ontario, Canada
– -$491K -2,375 Closed
VCM
4192
Vivaldi Capital Management
Illinois
– -$455K -2,198 Closed
PWC
4193
Pathfinder Wealth Consulting
North Carolina
– -$453K -2,192 Closed
RIS
4194
Richmond Investment Services
Wisconsin
– -$447K -2,159 Closed
M1FG
4195
Mach-1 Financial Group
Arkansas
– -$445K -2,152 Closed
AWA
4196
A4 Wealth Advisors
North Carolina
– -$428K -2,070 Closed
BIA
4197
BHK Investment Advisors
Alabama
– -$405K -1,960 Closed
B
4198
Bellecapital
Switzerland
– -$388K -1,875 Closed
FWA
4199
Fulcrum Wealth Advisors
Washington
– -$386K -1,867 Closed
LPP
4200
Life Planning Partners
Florida
– -$380K -1,839 Closed
166 167
168
169 170