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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
5176
Optimize Financial
California
– -$1.33M -2,008 Closed
SCM
5177
Sandler Capital Management
New York
– -$1.12M -1,700 Closed
BMM
5178
Berkshire Money Management
Massachusetts
– -$1.05M -1,595 Closed
TWM
5179
Thryve Wealth Management
Texas
– -$1.03M -1,556 Closed
DCM
5180
Driehaus Capital Management
Illinois
– -$938K -1,421 Closed
DFA
5181
Davies Financial Advisors
California
– -$910K -1,379 Closed
AFP
5182
ATX Financial Planning
Texas
– -$874K -1,324 Closed
KHCM
5183
Kettle Hill Capital Management
New York
– -$832K -1,260 Closed
CWMG
5184
Compass Wealth Management (Georgia)
Georgia
– -$792K -1,200 Closed
OIA
5185
Oakmont Investment Advisors
Pennsylvania
– -$767K -1,162 Closed
SCM
5186
Stevens Capital Management
Pennsylvania
– -$695K -1,053 Closed
CIM
5187
Caldwell Investment Management
Ontario, Canada
– -$699K -1,050 Closed
DT
5188
DBA Trading
Florida
– -$660K -1,000 Closed
EC
5189
Elequin Capital
New York
– -$660K -1,000 Closed
WLG
5190
Williamson Legacy Group
Indiana
– -$657K -996 Closed
MPIA
5191
Milestones Private Investment Advisors
New York
– -$630K -954 Closed
RS
5192
R Squared
Hong Kong
– -$629K -953 Closed
MPW
5193
MGO Private Wealth
California
– -$625K -947 Closed
PFA
5194
Peak Financial Advisors
Colorado
– -$612K -927 Closed
CIG
5195
Cairn Investment Group
Washington
– -$611K -925 Closed
KWM
5196
KW Wealth Management
California
– -$561K -850 Closed
SCA
5197
St. Clair Advisors
Ohio
– -$545K -825 Closed
BG
5198
Bellevue Group
Switzerland
– -$528K -800 Closed
GFP
5199
Guardian Financial Partners
California
– -$526K -796 Closed
BHC
5200
Bowen Hanes & Co
Florida
– -$525K -795 Closed
206 207
208
209 210