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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
3276
Lebenthal Global Advisors
New York
– -$233K -1,701 Closed
LAS
3277
LWM Advisory Services
Florida
– -$232K -1,701 Closed
TC
3278
TwinBeech Capital
New York
– -$233K -1,701 Closed
BSG
3279
Black Swift Group
Colorado
– -$233K -1,700 Closed
PAM
3280
Paradigm Asset Management
New York
– -$233K -1,700 Closed
ETIA
3281
Epic Trust Investment Advisors
Washington
– -$233K -1,696 Closed
JBA
3282
Johnson Bixby & Associates
Washington
– -$231K -1,682 Closed
PAG
3283
Paladin Advisory Group
Iowa
– -$187K -1,681 Closed
SAM
3284
Simplify Asset Management
Nevada
– -$231K -1,681 Closed
OWA
3285
Outlook Wealth Advisors
Texas
– -$230K -1,678 Closed
SFA
3286
Souders Financial Advisors
Ohio
– -$230K -1,673 Closed
HFG
3287
Heron Financial Group
New York
– -$229K -1,670 Closed
PL
3288
Pluribus Labs
California
– -$229K -1,668 Closed
CNWM
3289
Clay Northam Wealth Management
California
– -$228K -1,660 Closed
PCI
3290
Planning Center Inc
Illinois
– -$228K -1,659 Closed
MFA
3291
Morling Financial Advisors
California
– -$227K -1,657 Closed
FA
3292
Fountainhead AM
New Jersey
– -$227K -1,654 Closed
VFIC
3293
Valley Forge Investment Consultants
Pennsylvania
– -$226K -1,651 Closed
SCA
3294
Southern Capital Advisors
Tennessee
– -$226K -1,648 Closed
SA
3295
SWM Advisors
Florida
– -$226K -1,647 Closed
CFO
3296
Collective Family Office
Pennsylvania
– -$225K -1,640 Closed
CC
3297
Capital Counsel
New York
– -$224K -1,636 Closed
WFPG
3298
Waller Financial Planning Group
Ohio
– -$223K -1,623 Closed
WCM
3299
Wealthcare Capital Management
Virginia
– -$222K -1,622 Closed
HA
3300
Harfst & Associates
Wyoming
– -$221K -1,613 Closed
130 131
132
133 134