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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
1776
Advisory Resource Group
Oklahoma
– -$552K -14,730 Closed
VWA
1777
Visionary Wealth Advisors
Illinois
– -$552K -14,720 Closed
SWA
1778
Sax Wealth Advisors
New Jersey
– -$547K -14,610 Closed
NIM
1779
Northeast Investment Management
Massachusetts
– -$547K -14,590 Closed
RW
1780
RVW Wealth
California
– -$545K -14,540 Closed
MSFS
1781
Main Street Financial Solutions
Pennsylvania
– -$541K -14,450 Closed
4WM
1782
4J Wealth Management
Virginia
– -$540K -14,410 Closed
CFLC
1783
California First Leasing Corp
California
– -$532K -14,200 Closed
CT
1784
Chicago Trust
Illinois
– -$530K -14,150 Closed
XT
1785
XTX Topco
Cayman Islands
– -$530K -14,150 Closed
MFGM
1786
Marshall Financial Group (Maryland)
Maryland
– -$529K -14,110 Closed
LHWM
1787
Lake Hills Wealth Management
Texas
– -$499K -13,310 Closed
PP
1788
Paloma Partners
Connecticut
– -$497K -13,260 Closed
WIS
1789
Wright Investors Service
Connecticut
– -$489K -13,060 Closed
GA
1790
Geller Advisors
New York
– -$487K -13,000 Closed
BFG
1791
Beacon Financial Group
Texas
– -$487K -12,970 Closed
PWM
1792
PRW Wealth Management
Massachusetts
– -$485K -12,960 Closed
PC
1793
Periscope Capital
Ontario, Canada
– -$479K -12,780 Closed
FWP
1794
FAS Wealth Partners
Kansas
– -$474K -12,660 Closed
HI
1795
HBK Investments
Texas
– -$280K -12,620 Closed
NF
1796
Nvest Financial
New Hampshire
– -$469K -12,510 Closed
PCG
1797
Prosperity Consulting Group
Maryland
– -$457K -12,200 Closed
PAM
1798
Premier Asset Management
Illinois
– -$455K -12,160 Closed
TAM
1799
Trillium Asset Management
Massachusetts
– -$454K -12,120 Closed
FPGK
1800
Financial Partners Group (Kansas)
Kansas
– -$450K -12,010 Closed
70 71
72
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