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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3351
Peterson Wealth Management
Nevada
– -$868K -5,607 Closed
SMC
3352
S. Muoio & Co
New York
– -$852K -5,500 Closed
WFI
3353
West Family Investments
California
– -$849K -5,480 Closed
CAIMH
3354
Central Asset Investments & Management Holdings
Hong Kong
– -$793K -5,120 Closed
SEEDPG
3355
S.E.E.D. Planning Group
New York
– -$782K -5,051 Closed
HIS
3356
Horizon Investment Services
Indiana
– -$780K -5,036 Closed
FFL
3357
Future Fund LLC
Illinois
– -$774K -5,000 Closed
EP
3358
Edgestream Partners
New Jersey
– -$737K -4,755 Closed
PAM
3359
Premier Asset Management
Illinois
– -$725K -4,680 Closed
WAOI
3360
Wealth Advisors of Iowa
Iowa
– -$723K -4,666 Closed
BC
3361
Brookfield Corp
Ontario, Canada
– -$719K -4,644 Closed
SC
3362
Shay Capital
New York
– -$697K -4,500 Closed
MC
3363
Merlin Capital
Rhode Island
– -$666K -4,301 Closed
WCAMG
3364
Woodard & Company Asset Management Group
North Carolina
– -$659K -4,255 Closed
GPFA
3365
Game Plan Financial Advisors
Ohio
– -$658K -4,249 Closed
JVBC
3366
J.V. Bruni & Co
Colorado
– -$639K -4,126 Closed
HCM
3367
HMS Capital Management
Tennessee
– -$612K -3,952 Closed
ST
3368
Sentinel Trust
Texas
– -$530K -3,425 Closed
AAM
3369
Augustine Asset Management
Florida
– -$530K -3,421 Closed
SCP
3370
Seizert Capital Partners
Michigan
– -$530K -3,420 Closed
ACM
3371
Arlington Capital Management
Illinois
– -$526K -3,394 Closed
TC
3372
Trilogy Capital
California
– -$526K -3,394 Closed
SF
3373
Symphony Financial
Texas
– -$520K -3,317 Closed
HWIS
3374
Hancock Whitney Investment Services
Louisiana
– -$498K -3,234 Closed
MWM
3375
Minot Wealth Management
Massachusetts
– -$500K -3,231 Closed
133 134
135
136 137