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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3551
BOCHK Asset Management
Hong Kong
– -$803K -6,000 Closed
PSFG
3552
Park Square Financial Group
Georgia
– -$799K -5,970 Closed
SP
3553
Sherman Porfolios
Idaho
– -$799K -5,970 Closed
AWA
3554
Alta Wealth Advisors
Massachusetts
– -$777K -5,800 Closed
JFG
3555
JMG Financial Group
Illinois
– -$774K -5,780 Closed
WMWM
3556
Whitaker-Myers Wealth Managers
Ohio
– -$737K -5,500 Closed
SIG
3557
Sargent Investment Group
Maryland
– -$616K -5,230 Closed
RAM
3558
Readystate Asset Management
Illinois
– -$580K -4,330 Closed
CPSAC
3559
Chas P. Smith & Associates (CPS)
Florida
– -$538K -4,020 Closed
TBWA
3560
Three Bridge Wealth Advisors
California
– -$504K -3,760 Closed
AWA
3561
Amplius Wealth Advisors
Pennsylvania
– -$491K -3,670 Closed
SG
3562
Sharper & Granite
California
– -$456K -3,550 Closed
EA
3563
Efficient Advisors
Ohio
– -$473K -3,530 Closed
PCWA
3564
Pacific Capital Wealth Advisors
California
– -$445K -3,450 Closed
ACM
3565
Alethea Capital Management
Washington
– -$454K -3,390 Closed
W
3566
Wealthquest
Ohio
– -$427K -3,190 Closed
HT
3567
Headlands Technologies
Illinois
– -$418K -3,120 Closed
BMM
3568
Berkshire Money Management
Massachusetts
– -$411K -3,070 Closed
AGDI
3569
Absolute Gestao de Investimentos
Brazil
– -$402K -3,000 Closed
GIM
3570
Groesbeck Investment Management
New Jersey
– -$402K -3,000 Closed
CWMK
3571
Caliber Wealth Management (Kansas)
Kansas
– -$395K -2,950 Closed
MPM
3572
MBB Public Markets
Illinois
– -$383K -2,860 Closed
ODIJL
3573
One Day In July LLC
Vermont
– -$372K -2,780 Closed
BWM
3574
BankPlus Wealth Management
Mississippi
– -$364K -2,720 Closed
ICM
3575
Innovator Capital Management
Illinois
– -$360K -2,690 Closed
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143
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