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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
2026
Summit Securities Group
New York
– -$265K -8,000 Closed
KI
2027
Keystone Investors
Singapore
– -$227K -7,700 Closed
BWM
2028
BCS Wealth Management
Tennessee
– -$223K -7,560 Closed
NC
2029
Nixon Capital
Texas
– -$221K -7,500 Closed
SCA
2030
STALEY CAPITAL ADVISERS
Pennsylvania
– -$221K -7,500 Closed
TWM
2031
Tanager Wealth Management
United Kingdom
– -$221K -7,480 Closed
FIA
2032
FNY Investment Advisers
New York
– -$220K -7,470 Closed
WA
2033
WESPAC Advisors
California
– -$216K -7,330 Closed
CWS
2034
Cypress Wealth Services
California
– -$213K -7,210 Closed
VWM
2035
Vigilare Wealth Management
Arizona
– -$211K -7,150 Closed
FDS
2036
First Dallas Securities
Texas
– -$208K -7,050 Closed
OPWM
2037
Oxinas Partners Wealth Management
Indiana
– -$205K -6,940 Closed
4WM
2038
4J Wealth Management
Virginia
– -$204K -6,920 Closed
PFM
2039
Patton Fund Management
Texas
– -$201K -6,800 Closed
VCM
2040
Vivaldi Capital Management
Illinois
– -$210K -6,650 Closed
SC
2041
Sierra Capital
Florida
– -$150K -5,070 Closed
AF
2042
Affiance Financial
Minnesota
– -$125K -4,240 Closed
PWS
2043
Paragon Wealth Strategies
Florida
– -$103K -3,500 Closed
PFSC
2044
Peoples Financial Services Corp
Pennsylvania
– -$103K -3,500 Closed
HMCP
2045
Hook Mill Capital Partners
New York
– -$91.7K -3,110 Closed
EC
2046
Elequin Capital
New York
– -$81.4K -2,760 Closed
HNWAG
2047
High Net Worth Advisory Group
Florida
– -$74.9K -2,540 Closed
HFS
2048
HBC Financial Services
Washington
– -$17K -2,500 Closed
CA
2049
Corrado Advisors
New Jersey
– -$73.4K -2,490 Closed
LAM
2050
Lakewood Asset Management
Illinois
– -$59K -2,000 Closed
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