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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
3026
Curtis Advisory Group
California
– -$348K -2,160 Closed
IF
3027
Intrua Financial
Texas
– -$348K -2,160 Closed
KM
3028
Kalos Management
Georgia
– -$370K -2,157 Closed
CCFP
3029
Charles Carroll Financial Partners
Massachusetts
– -$347K -2,150 Closed
SAM
3030
Security Asset Management
New York
– -$346K -2,148 Closed
KC
3031
Knuff & Co
California
– -$335K -2,075 Closed
CAIMH
3032
Central Asset Investments & Management Holdings
Hong Kong
– -$334K -2,073 Closed
KCM
3033
Kathmere Capital Management
Pennsylvania
– -$333K -2,065 Closed
WA1
3034
Wimmer Associates 1
California
– -$329K -2,040 Closed
CL
3035
CSS LLC
Illinois
– -$324K -2,000 Closed
MLA
3036
My Legacy Advisors
Oregon
– -$320K -1,967 Closed
CS
3037
Capital Square
Tennessee
– -$309K -1,921 Closed
XT
3038
XTX Topco
Cayman Islands
– -$306K -1,897 Closed
OFG
3039
Oxford Financial Group
Indiana
– -$303K -1,879 Closed
DAM
3040
Draper Asset Management
New York
– -$300K -1,862 Closed
CC
3041
Claybrook Capital
Massachusetts
– -$294K -1,825 Closed
PAM
3042
Peak Asset Management
Colorado
– -$293K -1,819 Closed
W
3043
WealthOne
New York
– -$292K -1,813 Closed
UIA
3044
UBP Investment Advisors
Switzerland
– -$290K -1,801 Closed
HL
3045
HeadInvest LLC
Maine
– -$290K -1,800 Closed
T
3046
TCWP
Ohio
– -$287K -1,784 Closed
CWA
3047
Choice Wealth Advisors
Maine
– -$287K -1,778 Closed
GC
3048
Gruss & Co
Florida
– -$285K -1,770 Closed
EA
3049
Echo45 Advisors
California
– -$285K -1,765 Closed
MC
3050
Miramar Capital
Illinois
– -$281K -1,741 Closed
120 121
122
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