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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
4276
One Wealth Advisors
California
– -$216K -656 Closed
OM
4277
OV Management
Minnesota
– -$213K -648 Closed
CCP
4278
Cassia Capital Partners
North Carolina
– -$206K -628 Closed
KWM
4279
KMT Wealth Management
California
– -$204K -621 Closed
PA
4280
Paragon Advisors
Texas
– -$203K -618 Closed
PAS
4281
Parsonex Advisory Services
Colorado
– -$203K -618 Closed
SA
4282
Sunesis Advisors
Kansas
– -$203K -616 Closed
RAS
4283
RPS Advisory Solutions
Kentucky
– -$201K -610 Closed
FFWM
4284
Future Financial Wealth Management
Ohio
– -$205K -605 Closed
BWM
4285
BKM Wealth Management
Wisconsin
– -$193K -586 Closed
CFG
4286
Clayton Financial Group
Missouri
– -$169K -514 Closed
PPP
4287
Prism Planning Partners
Illinois
– -$137K -415 Closed
WOSD
4288
WFA of San Diego
California
– -$129K -394 Closed
TGY2IT
4289
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$116K -352 Closed
LFA
4290
Longview Financial Advisors
Alabama
– -$95.4K -289 Closed
SFFS
4291
Stonehage Fleming Financial Services
Jersey
– -$94.1K -286 Closed
GWSA
4292
Global Wealth Strategies & Associates
Colorado
– -$84.2K -256 Closed
CIR
4293
Clear Investment Research
Georgia
– -$78.6K -239 Closed
FFL
4294
Financial Freedom LLC
Ohio
– -$78.5K -239 Closed
CW
4295
Curio Wealth
Maryland
– -$72.4K -220 Closed
MWM
4296
Magnolia Wealth Management
Alabama
– -$62.8K -191 Closed
LWMI
4297
Legacy Wealth Management (Idaho)
Idaho
– -$58.9K -179 Closed
TLFA
4298
True Link Financial Advisors
California
– -$54.9K -167 Closed
GAG
4299
Goodman Advisory Group
Massachusetts
– -$50K -152 Closed
UOIF
4300
University of Illinois Foundation
Illinois
– -$45.5K -137 Closed
169 170 171
172
173