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Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
3751
NFP Retirement Inc
California
– -$249K -2,080 Closed
AA
3752
Argent Advisors
Louisiana
– -$248K -2,070 Closed
BSSFA
3753
Baron Silver Stevens Financial Advisors
Florida
– -$248K -2,070 Closed
CL
3754
CLG LLC
California
– -$248K -2,070 Closed
CG
3755
Clifford Group
Massachusetts
– -$248K -2,070 Closed
TFO
3756
Timonier Family Office
North Carolina
– -$248K -2,070 Closed
TCG
3757
Transcendent Capital Group
Oklahoma
– -$248K -2,070 Closed
TFCP
3758
Twin Focus Capital Partners
Massachusetts
– -$248K -2,070 Closed
JA
3759
JVL Associates
Michigan
– -$246K -2,050 Closed
MAP
3760
Moody Aldrich Partners
Massachusetts
– -$246K -2,050 Closed
LGW
3761
Leslie Global Wealth
Illinois
– -$245K -2,040 Closed
MPW
3762
MA Private Wealth
California
– -$245K -2,040 Closed
TWM
3763
Trinity Wealth Management
Pennsylvania
– -$243K -2,030 Closed
MPM
3764
Meritage Portfolio Management
Kansas
– -$242K -2,020 Closed
PVAMC
3765
PPS&V Asset Management Consultants
Michigan
– -$242K -2,020 Closed
WWM
3766
Waterway Wealth Management
Texas
– -$241K -2,010 Closed
AWM
3767
Allen Wealth Management
North Carolina
– -$240K -2,000 Closed
GWA
3768
Genesis Wealth Advisors
Massachusetts
– -$240K -2,000 Closed
LAM
3769
Lakewood Asset Management
Illinois
– -$240K -2,000 Closed
OFP
3770
OLIO Financial Planning
Virginia
– -$240K -2,000 Closed
PVM
3771
Palogic Value Management
Texas
– -$240K -2,000 Closed
SCI
3772
S&CO Inc
Massachusetts
– -$239K -2,000 Closed
YWM
3773
Yoder Wealth Management
California
– -$240K -2,000 Closed
CWA
3774
Crux Wealth Advisors
California
– -$239K -1,990 Closed
FCB
3775
First County Bank
Connecticut
– -$239K -1,990 Closed
149 150
151
152 153