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Name Holding Trade Value Shares
Change
Change in
Stake
MMC
3101
Mizuho Markets Cayman
Cayman Islands
– -$667K -7,388 Closed
ES
3102
Eagle Strategies
New York
– -$894K -7,305 Closed
MTWM
3103
Masso Torrence Wealth Management
New Jersey
– -$837K -6,838 Closed
OFS
3104
OneAscent Financial Services
Alabama
– -$815K -6,659 Closed
PS
3105
Portfolio Strategies
New York
– -$812K -6,633 Closed
MCM
3106
Mainstay Capital Management
Michigan
– -$809K -6,613 Closed
FA
3107
FDx Advisors
Illinois
– -$745K -6,086 Closed
ROTUOC
3108
Regents of the University of California
California
– -$734K -6,000 Closed
HWM
3109
Hohimer Wealth Management
Washington
– -$703K -5,748 Closed
IGGA
3110
Iron Gate Global Advisors
Utah
– -$690K -5,668 Closed
CWA
3111
CM Wealth Advisors
Ohio
– -$574K -5,448 Closed
GAM
3112
Grandview Asset Management
Pennsylvania
– -$622K -5,081 Closed
GGS
3113
Galvin Gaustad & Stein
Arizona
– -$553K -4,520 Closed
FMI
3114
F/M Investments
District of Columbia
– -$555K -4,431 Closed
SHFP
3115
Second Half Financial Partners
Florida
– -$540K -4,413 Closed
FFP
3116
FourThought Financial Partners
Florida
– -$530K -4,332 Closed
HFRG
3117
Houlihan Financial Resource Group
Virginia
– -$478K -3,907 Closed
FCIM
3118
Fairview Capital Investment Management
California
– -$465K -3,797 Closed
SAW
3119
Signal Advisors Wealth
Michigan
– -$447K -3,654 Closed
PPP
3120
Private Portfolio Partners
New Jersey
– -$442K -3,611 Closed
SICM
3121
Sustainable Insight Capital Management
New York
– -$440K -3,600 Closed
JWWM
3122
Johnson & White Wealth Management
Pennsylvania
– -$440K -3,592 Closed
AA
3123
AlphaQ Advisors
Florida
– -$431K -3,525 Closed
SFS
3124
Stiles Financial Services
Minnesota
– -$419K -3,419 Closed
FM
3125
Family Management
New York
– -$416K -3,400 Closed