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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4251
Wedge Capital Management
North Carolina
– -$665K -1,642 Closed
KI
4252
Keystone Investors
Singapore
– -$614K -1,515 Closed
HI
4253
Humankind Investments
New York
– -$589K -1,454 Closed
CIA
4254
Caerus Investment Advisors
Texas
– -$551K -1,361 Closed
AWM
4255
Avaii Wealth Management
Wisconsin
– -$537K -1,324 Closed
LFG
4256
Lockerman Financial Group
California
– -$492K -1,215 Closed
NP
4257
Ninepoint Partners
Ontario, Canada
– -$483K -1,193 Closed
RCP
4258
Rothschild Capital Partners
New York
– -$482K -1,190 Closed
WAG
4259
Windsor Advisory Group
Ohio
– -$474K -1,170 Closed
OTL
4260
Oak Thistle LLC
New York
– -$457K -1,127 Closed
T
4261
Tableaux
Massachusetts
– -$432K -1,066 Closed
AC
4262
AXQ Capital
New Jersey
– -$429K -1,059 Closed
CWP
4263
Curated Wealth Partners
California
– -$427K -1,055 Closed
PWM
4264
Palacios Wealth Management
Florida
– -$410K -1,011 Closed
MAM
4265
Mainsail Asset Management
Alabama
– -$407K -1,004 Closed
SAM
4266
Strive Asset Management
Ohio
– -$407K -1,004 Closed
DBG
4267
De Burlo Group
Massachusetts
– -$405K -999 Closed
VPP
4268
Vertex Planning Partners
Illinois
– -$399K -984 Closed
MWM
4269
Meadowbrook Wealth Management
New York
– -$393K -970 Closed
FIA
4270
FNY Investment Advisers
New York
– -$387K -956 Closed
JPLA
4271
Joseph P. Lucia & Associates
New York
– -$379K -935 Closed
NC
4272
NewSquare Capital
Pennsylvania
– -$377K -930 Closed
PPWM
4273
PFG Private Wealth Management
Florida
– -$372K -919 Closed
SCA
4274
Stuart Chaussee & Associates
California
– -$372K -918 Closed
MIOT
4275
Massachusetts Institute of Technology
Massachusetts
– -$371K -915 Closed
169 170
171
172 173