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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1026
GTS Securities
Florida
– -$274K -4,362 Closed
PCS
1027
Personal CFO Solutions
New Jersey
– -$260K -4,145 Closed
SMH
1028
Sanders Morris Harris
Texas
– -$251K -4,000 Closed
CFM
1029
Catalyst Funds Management
Australia
– -$247K -3,940 Closed
AIP
1030
Arrowpoint Investment Partners
Singapore
– -$228K -3,628 Closed
AWA
1031
Aaron Wealth Advisors
Illinois
– -$223K -3,549 Closed
CIA
1032
Caerus Investment Advisors
Texas
– -$221K -3,525 Closed
TWPM
1033
Total Wealth Planning & Management
Florida
– -$216K -3,446 Closed
QI
1034
Qtron Investments
Massachusetts
– -$213K -3,390 Closed
SB
1035
Simmons Bank
Arkansas
– -$212K -3,370 Closed
SAI
1036
Savvy Advisors Inc
New York
– -$203K -3,233 Closed
ADEF
1037
ABS Direct Equity Fund
Connecticut
– -$150K -2,500 Closed
WWM
1038
Wolff Wiese Magana
California
– -$100K -1,600 Closed
RFP
1039
Root Financial Partners
California
– -$96.8K -1,542 Closed
ASN
1040
Advisory Services Network
Georgia
– -$88.1K -1,403 Closed
LWCFA
1041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$85K -1,328 Closed
BC
1042
Bayforest Capital
United Kingdom
– -$71.7K -1,141 Closed
WSFG
1043
Wall Street Financial Group
Illinois
– -$62.2K -990 Closed
TGY2IT
1044
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$36.3K -578 Closed
AP
1045
Antipodes Partners
Australia
– -$34.8K -554 Closed
WG
1046
Wellington Group
Indiana
– -$33.7K -536 Closed
GSEP
1047
Golden State Equity Partners
California
– -$24.9K -396 Closed
TWM
1048
Tripletail Wealth Management
Florida
– -$14.2K -228 Closed
TPWA
1049
Twin Peaks Wealth Advisors
California
– -$13.1K -209 Closed
IWS
1050
Intentional Wealth Strategies
Colorado
– -$12.7K -202 Closed
40 41
42
43 44