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Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1951
Valliance Asset Management
Hong Kong
– -$434K -5,000 Closed
CT
1952
Chicago Trust
Illinois
– -$419K -4,820 Closed
VFA
1953
Values First Advisors
Tennessee
– -$379K -4,349 Closed
SI
1954
Severin Investments
Missouri
– -$377K -4,334 Closed
IMRF
1955
Illinois Municipal Retirement Fund
Illinois
– -$361K -4,159 Closed
PMAM
1956
Penn Mutual Asset Management
Pennsylvania
– -$356K -4,100 Closed
DO
1957
denkapparat Operations
Germany
– -$352K -4,052 Closed
CGA
1958
Compound Global Advisors
Washington
– -$348K -4,000 Closed
GPWM
1959
Grant Private Wealth Management
California
– -$342K -3,940 Closed
TFF
1960
The Family Firm
Maryland
– -$340K -3,910 Closed
FMI
1961
F/M Investments
District of Columbia
– -$321K -3,695 Closed
DIA
1962
Dana Investment Advisors
Wisconsin
– -$308K -3,541 Closed
PFA
1963
Pathway Financial Advisors
Vermont
– -$289K -3,330 Closed
1IA
1964
1834 Investment Advisors
Wisconsin
– -$284K -3,273 Closed
SOW
1965
State of Wyoming
Wyoming
– -$275K -3,170 Closed
AG
1966
AlTi Global
New York
– -$259K -2,983 Closed
QP
1967
Quartz Partners
New York
– -$257K -2,963 Closed
SWA
1968
SFMG Wealth Advisors
Texas
– -$252K -2,901 Closed
CA
1969
Claro Advisors
Massachusetts
– -$245K -2,822 Closed
GSWA
1970
Good Steward Wealth Advisors
Tennessee
– -$244K -2,807 Closed
CCB
1971
Cutter & Co Brokerage
Missouri
– -$237K -2,733 Closed
TL
1972
Tradewinds LLC
North Carolina
– -$224K -2,575 Closed
CAI
1973
Capital Advisors Inc
Oklahoma
– -$223K -2,569 Closed
KCM
1974
Kathmere Capital Management
Pennsylvania
– -$222K -2,558 Closed
MG
1975
Marex Group
– -$213K -2,456 Closed
77 78
79
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