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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
3301
Heck Capital Advisors
Wisconsin
– -$350K -1,136 Closed
ACM
3302
Avos Capital Management
Washington
– -$332K -1,079 Closed
AHC
3303
Adell Harriman & Carpenter
Texas
– -$328K -1,065 Closed
JRPIM
3304
Journey Retirement Planning & Investment Management
Idaho
– -$328K -1,064 Closed
KA
3305
Kercheville Advisors
Texas
– -$310K -1,050 Closed
HIA
3306
Harvest Investment Advisors
Florida
– -$319K -1,036 Closed
MCM
3307
Morton Capital Management
California
– -$311K -1,009 Closed
NPT
3308
National Philanthropic Trust
Pennsylvania
– -$307K -996 Closed
DAM
3309
DLD Asset Management
New York
– -$302K -982 Closed
SWRP
3310
Summit Wealth & Retirement Planning
California
– -$299K -970 Closed
MPIA
3311
Milestones Private Investment Advisors
New York
– -$294K -956 Closed
AR
3312
Altar Rock
New York
– -$294K -954 Closed
FC
3313
Fiduciary Counselling
Minnesota
– -$286K -930 Closed
MM
3314
MQS Management
New York
– -$286K -927 Closed
GFG
3315
Goldstone Financial Group
Illinois
– -$285K -926 Closed
LWP
3316
LeClair Wealth Partners
Ohio
– -$278K -904 Closed
TDB
3317
Thompson David Blair
– -$262K -851 Closed
DWAM
3318
Duncan Williams Asset Management
Tennessee
– -$261K -846 Closed
CWA
3319
Centennial Wealth Advisory
Michigan
– -$258K -836 Closed
AC
3320
Armistice Capital
New York
– -$256K -832 Closed
TA
3321
TFB Advisors
Kansas
– -$253K -821 Closed
UC
3322
Unio Capital
New Jersey
– -$250K -810 Closed
SPWG
3323
Syntegra Private Wealth Group
Missouri
– -$247K -803 Closed
TWA
3324
Tulsa Wealth Advisors
Oklahoma
– -$247K -803 Closed
TSW
3325
Three Seasons Wealth
Utah
– -$245K -794 Closed
131 132
133
134 135