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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
BCS Wealth Management
Tennessee
– -$223K -7,560 Closed
NC
2027
Nixon Capital
Texas
– -$221K -7,500 Closed
SCA
2028
STALEY CAPITAL ADVISERS
Pennsylvania
– -$221K -7,500 Closed
TWM
2029
Tanager Wealth Management
United Kingdom
– -$221K -7,480 Closed
FIA
2030
FNY Investment Advisers
New York
– -$220K -7,470 Closed
WA
2031
WESPAC Advisors
California
– -$216K -7,330 Closed
CWS
2032
Cypress Wealth Services
California
– -$213K -7,210 Closed
VWM
2033
Vigilare Wealth Management
Arizona
– -$211K -7,150 Closed
FDS
2034
First Dallas Securities
Texas
– -$208K -7,050 Closed
OPWM
2035
Oxinas Partners Wealth Management
Indiana
– -$205K -6,940 Closed
4WM
2036
4J Wealth Management
Virginia
– -$204K -6,920 Closed
PFM
2037
Patton Fund Management
Texas
– -$201K -6,800 Closed
VCM
2038
Vivaldi Capital Management
Illinois
– -$210K -6,650 Closed
SC
2039
Sierra Capital
Florida
– -$150K -5,070 Closed
AF
2040
Affiance Financial
Minnesota
– -$125K -4,240 Closed
PWS
2041
Paragon Wealth Strategies
Florida
– -$103K -3,500 Closed
PFSC
2042
Peoples Financial Services Corp
Pennsylvania
– -$103K -3,500 Closed
HMCP
2043
Hook Mill Capital Partners
New York
– -$91.7K -3,110 Closed
EC
2044
Elequin Capital
New York
– -$81.4K -2,760 Closed
HNWAG
2045
High Net Worth Advisory Group
Florida
– -$74.9K -2,540 Closed
HFS
2046
HBC Financial Services
Washington
– -$17K -2,500 Closed
CA
2047
Corrado Advisors
New Jersey
– -$73.4K -2,490 Closed
LAM
2048
Lakewood Asset Management
Illinois
– -$59K -2,000 Closed
MPCL
2049
My Personal CFO LLC
Washington
– -$53.7K -1,820 Closed
EE
2050
EWG Elevate
California
– -$48.1K -1,630 Closed
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