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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
3301
Harvest Investment Advisors
Florida
– -$319K -1,036 Closed
MCM
3302
Morton Capital Management
California
– -$311K -1,009 Closed
NPT
3303
National Philanthropic Trust
Pennsylvania
– -$307K -996 Closed
DAM
3304
DLD Asset Management
New York
– -$302K -982 Closed
SWRP
3305
Summit Wealth & Retirement Planning
California
– -$299K -970 Closed
MPIA
3306
Milestones Private Investment Advisors
New York
– -$294K -956 Closed
FC
3307
Fiduciary Counselling
Minnesota
– -$286K -930 Closed
MM
3308
MQS Management
New York
– -$286K -927 Closed
GFG
3309
Goldstone Financial Group
Illinois
– -$285K -926 Closed
LWP
3310
LeClair Wealth Partners
Ohio
– -$278K -904 Closed
TDB
3311
Thompson David Blair
– -$262K -851 Closed
DWAM
3312
Duncan Williams Asset Management
Tennessee
– -$261K -846 Closed
CWA
3313
Centennial Wealth Advisory
Michigan
– -$258K -836 Closed
AC
3314
Armistice Capital
New York
– -$256K -832 Closed
TA
3315
TFB Advisors
Kansas
– -$253K -821 Closed
UC
3316
Unio Capital
New Jersey
– -$250K -810 Closed
SPWG
3317
Syntegra Private Wealth Group
Missouri
– -$247K -803 Closed
TWA
3318
Tulsa Wealth Advisors
Oklahoma
– -$247K -803 Closed
TSW
3319
Three Seasons Wealth
Utah
– -$245K -794 Closed
HWA
3320
Heartwood Wealth Advisors
Virginia
– -$236K -765 Closed
NC
3321
nVerses Capital
Florida
– -$235K -764 Closed
HCM
3322
Hutchinson Capital Management
California
– -$232K -754 Closed
FCIM
3323
Fairview Capital Investment Management
California
– -$230K -748 Closed
DWM
3324
DecisionMap Wealth Management
Virginia
– -$229K -744 Closed
CA
3325
CV Advisors
Florida
– -$228K -739 Closed
131 132
133
134 135