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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
3401
Twin Focus Capital Partners
Massachusetts
– -$379K -1,221 Closed
SWG
3402
Summit Wealth Group
Vermont
– -$365K -1,176 Closed
RCA
3403
Reitz Capital Advisors
Michigan
– -$361K -1,163 Closed
TA
3404
TFB Advisors
Kansas
– -$359K -1,155 Closed
DIS
3405
Diversified Investment Strategies
Louisiana
– -$346K -1,113 Closed
SWM
3406
Selective Wealth Management
Virginia
– -$343K -1,107 Closed
FCG
3407
Financial Connections Group
California
– -$340K -1,096 Closed
SFG
3408
Steward Financial Group
Texas
– -$324K -1,044 Closed
B
3409
Barings
North Carolina
– -$311K -1,002 Closed
SAM
3410
Synergy Asset Management
Washington
– -$294K -947 Closed
BDWCC
3411
B&D White Capital Company
Texas
– -$287K -925 Closed
AIM
3412
Aigen Investment Management
New York
– -$267K -858 Closed
DU
3413
Delphia (USA)
Ontario, Canada
– -$263K -846 Closed
CWA
3414
Clearview Wealth Advisors
Oregon
– -$241K -777 Closed
WFA
3415
Woodward Financial Advisors
North Carolina
– -$240K -771 Closed
CWA
3416
CM Wealth Advisors
Ohio
– -$253K -764 Closed
MF
3417
Manchester Financial
California
– -$235K -755 Closed
BAM
3418
Bosun Asset Management
Illinois
– -$223K -717 Closed
ATFA
3419
All Terrain Financial Advisors
Minnesota
– -$219K -707 Closed
DI
3420
Disciplined Investments
Oklahoma
– -$214K -689 Closed
TWM
3421
Tanager Wealth Management
United Kingdom
– -$214K -688 Closed
MWA
3422
Motive Wealth Advisors
Michigan
– -$213K -686 Closed
WAM
3423
Worth Asset Management
Texas
– -$207K -667 Closed
HCM
3424
Howard Capital Management
Georgia
– -$207K -665 Closed
FCIM
3425
Fairview Capital Investment Management
California
– -$206K -664 Closed
134 135 136
137
138