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Name Holding Trade Value Shares
Change 		Change in
Stake
G
3026
GenTrust
Florida
– -$350K -2,169 Closed
CAG
3027
Curtis Advisory Group
California
– -$348K -2,160 Closed
IF
3028
Intrua Financial
Texas
– -$348K -2,160 Closed
KM
3029
Kalos Management
Georgia
– -$370K -2,157 Closed
CCFP
3030
Charles Carroll Financial Partners
Massachusetts
– -$347K -2,150 Closed
SAM
3031
Security Asset Management
New York
– -$346K -2,148 Closed
KC
3032
Knuff & Co
California
– -$335K -2,075 Closed
CAIMH
3033
Central Asset Investments & Management Holdings
Hong Kong
– -$334K -2,073 Closed
KCM
3034
Kathmere Capital Management
Pennsylvania
– -$333K -2,065 Closed
WA1
3035
Wimmer Associates 1
California
– -$329K -2,040 Closed
CL
3036
CSS LLC
Illinois
– -$324K -2,000 Closed
MLA
3037
My Legacy Advisors
Oregon
– -$320K -1,967 Closed
CS
3038
Capital Square
Tennessee
– -$309K -1,921 Closed
XT
3039
XTX Topco
Cayman Islands
– -$306K -1,897 Closed
OFG
3040
Oxford Financial Group
Indiana
– -$303K -1,879 Closed
DAM
3041
Draper Asset Management
New York
– -$300K -1,862 Closed
CC
3042
Claybrook Capital
Massachusetts
– -$294K -1,825 Closed
PAM
3043
Peak Asset Management
Colorado
– -$293K -1,819 Closed
W
3044
WealthOne
New York
– -$292K -1,813 Closed
UIA
3045
UBP Investment Advisors
Switzerland
– -$290K -1,801 Closed
HL
3046
HeadInvest LLC
Maine
– -$290K -1,800 Closed
T
3047
TCWP
Ohio
– -$287K -1,784 Closed
CWA
3048
Choice Wealth Advisors
Maine
– -$287K -1,778 Closed
GC
3049
Gruss & Co
Florida
– -$285K -1,770 Closed
EA
3050
Echo45 Advisors
California
– -$285K -1,765 Closed
120 121
122
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