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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1001
Dynamic Advisor Solutions
Arizona
– -$233K -1,810 Closed
FWTB
1002
First Western Trust Bank
Colorado
– -$232K -1,804 Closed
ECM
1003
Evergreen Capital Management
Washington
– -$230K -1,793 Closed
SGI
1004
Summit Global Investments
Utah
– -$230K -1,786 Closed
HAIM
1005
Hunter Associates Investment Management
Pennsylvania
– -$227K -1,760 Closed
BAM
1006
Belpointe Asset Management
Nevada
– -$224K -1,744 Closed
FCA
1007
Fortis Capital Advisors
Kansas
– -$224K -1,744 Closed
LFGO
1008
Legacy Financial Group (Oklahoma)
Oklahoma
– -$223K -1,739 Closed
KWM
1009
Kingsview Wealth Management
Oregon
– -$222K -1,731 Closed
SG
1010
StoneX Group
New York
– -$219K -1,705 Closed
CCM
1011
Carlson Capital Management
Minnesota
– -$218K -1,699 Closed
CPA
1012
Cardiff Park Advisors
California
– -$217K -1,688 Closed
EFG
1013
Everhart Financial Group
Ohio
– -$216K -1,678 Closed
BG
1014
Bahl & Gaynor
Ohio
– -$215K -1,671 Closed
CA
1015
Continuum Advisory
Idaho
– -$209K -1,630 Closed
AC
1016
AXQ Capital
New Jersey
– -$206K -1,600 Closed
CW
1017
Connectus Wealth
Ohio
– -$206K -1,600 Closed
WPW
1018
Waldron Private Wealth
Pennsylvania
– -$205K -1,599 Closed
BFO
1019
Boston Family Office
Massachusetts
– -$206K -1,596 Closed
CWA
1020
CM Wealth Advisors
Ohio
– -$204K -1,540 Closed
CAAS
1021
Capital Asset Advisory Services
Michigan
– -$201K -1,465 Closed
CG
1022
Cutler Group
California
– -$159K -1,412 Closed
HIIFS
1023
Harel Insurance Investments & Financial Services
Israel
– -$120K -1,066 -100%
IAIM
1024
Industrial Alliance Investment Management
Quebec, Canada
– -$131K -1,020 Closed
CFO
1025
CVA Family Office
Colorado
– -$114K -890 Closed
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