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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3276
TwinBeech Capital
New York
– -$233K -1,701 Closed
BSG
3277
Black Swift Group
Colorado
– -$233K -1,700 Closed
PAM
3278
Paradigm Asset Management
New York
– -$233K -1,700 Closed
ETIA
3279
Epic Trust Investment Advisors
Washington
– -$233K -1,696 Closed
JBA
3280
Johnson Bixby & Associates
Washington
– -$231K -1,682 Closed
PAG
3281
Paladin Advisory Group
Iowa
– -$187K -1,681 Closed
SAM
3282
Simplify Asset Management
Nevada
– -$231K -1,681 Closed
OWA
3283
Outlook Wealth Advisors
Texas
– -$230K -1,678 Closed
SFA
3284
Souders Financial Advisors
Ohio
– -$230K -1,673 Closed
HFG
3285
Heron Financial Group
New York
– -$229K -1,670 Closed
PL
3286
Pluribus Labs
California
– -$229K -1,668 Closed
CNWM
3287
Clay Northam Wealth Management
California
– -$228K -1,660 Closed
PCI
3288
Planning Center Inc
Illinois
– -$228K -1,659 Closed
MFA
3289
Morling Financial Advisors
California
– -$227K -1,657 Closed
FA
3290
Fountainhead AM
New Jersey
– -$227K -1,654 Closed
VFIC
3291
Valley Forge Investment Consultants
Pennsylvania
– -$226K -1,651 Closed
SCA
3292
Southern Capital Advisors
Tennessee
– -$226K -1,648 Closed
SA
3293
SWM Advisors
Florida
– -$226K -1,647 Closed
CFO
3294
Collective Family Office
Pennsylvania
– -$225K -1,640 Closed
CC
3295
Capital Counsel
New York
– -$224K -1,636 Closed
WFPG
3296
Waller Financial Planning Group
Ohio
– -$223K -1,623 Closed
WCM
3297
Wealthcare Capital Management
Virginia
– -$222K -1,622 Closed
HA
3298
Harfst & Associates
Wyoming
– -$221K -1,613 Closed
AWM
3299
Aprio Wealth Management
Georgia
– -$221K -1,612 Closed
AIA
3300
AIMZ Investment Advisors
California
– -$221K -1,608 Closed
130 131
132
133 134