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Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
3701
Signet Private Wealth
Illinois
– -$466K -933 Closed
PWC
3702
Pathfinder Wealth Consulting
North Carolina
– -$464K -930 Closed
LCGC
3703
Legacy Capital Group California
California
– -$446K -892 Closed
QC
3704
Quantessence Capital
New York
– -$444K -888 Closed
AI
3705
AdvisorShares Investments
Maryland
– -$425K -850 Closed
VCM
3706
Vivaldi Capital Management
Illinois
– -$423K -846 Closed
BAS
3707
Breakthru Advisory Services
Wisconsin
– -$366K -733 Closed
APM
3708
a16z Perennial Management
California
– -$362K -724 Closed
SCM
3709
Summerhill Capital Management
Ontario, Canada
– -$343K -687 Closed
FL
3710
FreeGulliver LLC
Louisiana
– -$333K -666 Closed
RIS
3711
Richmond Investment Services
Wisconsin
– -$331K -661 Closed
LHP
3712
Lexington Hill Partners
Texas
– -$314K -628 Closed
WGAM
3713
Wilkinson Global Asset Management
New York
– -$292K -585 Closed
SFS
3714
Sharp Financial Services
Pennsylvania
– -$288K -576 Closed
BMCM
3715
Burns Matteson Capital Management
New York
– -$275K -550 Closed
GA
3716
GFS Advisors
Texas
– -$275K -550 Closed
CCA
3717
Clearwater Capital Advisors
Illinois
– -$270K -540 Closed
WC
3718
Weil Company
California
– -$269K -539 Closed
BAWM
3719
Bennett Associates Wealth Management
Pennsylvania
– -$267K -534 Closed
TCMP
3720
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$265K -530 Closed
PCM
3721
Prospera Capital Management
Arizona
– -$257K -515 Closed
WAM
3722
Worth Asset Management
Texas
– -$252K -505 Closed
TFP
3723
TrueWealth Financial Partners
Washington
– -$250K -501 Closed
LAM
3724
Lountzis Asset Management
Pennsylvania
– -$250K -500 Closed
CRI
3725
Colonial River Investments
Virginia
– -$249K -498 Closed
147 148
149
150 151