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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
4151
KDT Advisors
New York
– -$243K -664 Closed
BAM
4152
Blueshift Asset Management
New Jersey
– -$228K -623 Closed
CFG
4153
Carter Financial Group
Illinois
– -$226K -616 Closed
EWS
4154
Evergreen Wealth Solutions
Pennsylvania
– -$225K -614 Closed
T
4155
Transce3nd
Texas
– -$220K -600 Closed
OIS
4156
OneAscent Investment Solutions
Alabama
– -$218K -594 Closed
BAS
4157
Brueske Advisory Services
Washington
– -$217K -591 Closed
CPP
4158
Capasso Planning Partners
South Carolina
– -$215K -588 Closed
EFG
4159
Ehrlich Financial Group
California
– -$213K -581 Closed
TCM
4160
Teza Capital Management
Illinois
– -$213K -580 Closed
CF
4161
Convergence Financial
Missouri
– -$212K -579 Closed
NWAG
4162
Net Worth Advisory Group
Utah
– -$212K -579 Closed
LOAMU
4163
Lombard Odier Asset Management (USA)
New York
– -$206K -562 Closed
FAC
4164
Financial Advisory Corporation
Michigan
– -$203K -553 Closed
SCG
4165
Sonata Capital Group
Washington
– -$202K -552 Closed
CWD
4166
Clarity Wealth Development
Oregon
– -$200K -546 Closed
PFG
4167
Putney Financial Group
California
– -$148K -403 Closed
NCM
4168
Northwest Capital Management
Oregon
– -$124K -339 Closed
GBA
4169
Garrison Bradford & Associates
New York
– -$82.5K -225 Closed
PCA
4170
PMV Capital Advisers
Texas
– -$67.5K -184 Closed
MPW
4171
MASECO Private Wealth
– -$66.5K -181 Closed
CWM
4172
CarsonAllaria Wealth Management
Illinois
– -$58.6K -159 Closed
MLA
4173
MB, Levis & Associates
Pennsylvania
– -$58.2K -159 Closed
BFP
4174
Briaud Financial Planning
Texas
– -$46K -126 Closed
SAS
4175
Spurstone Advisory Services
Connecticut
– -$42.2K -115 Closed
164 165 166
167
168