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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3751
American Asset Management
Florida
– -$423K -10,000 Closed
WC
3752
Weil Company
California
– -$416K -9,830 Closed
SIAG
3753
Signet Investment Advisory Group
Rhode Island
– -$364K -8,600 Closed
I
3754
InceptionR
California
– -$362K -8,560 Closed
UWM
3755
Udine Wealth Management
Florida
– -$350K -8,280 Closed
DC
3756
Diametric Capital
Massachusetts
– -$350K -8,270 Closed
LIA
3757
LBMC Investment Advisors
Tennessee
– -$348K -8,230 Closed
TC
3758
TAP Consulting
Missouri
– -$346K -8,170 Closed
DPI
3759
Diversified Portfolios Inc
Michigan
– -$308K -7,280 Closed
SWM
3760
Soundmark Wealth Management
Washington
– -$304K -7,180 Closed
BIM
3761
Bullseye Investment Management
Ohio
– -$303K -7,150 Closed
HPWA
3762
Hall Private Wealth Advisors
North Carolina
– -$270K -6,390 Closed
OWM
3763
OneAscent Wealth Management
Alabama
– -$270K -6,390 Closed
SW
3764
SMART Wealth
Nebraska
– -$256K -6,040 Closed
WFG
3765
Wills Financial Group
Virginia
– -$250K -5,900 Closed
SFS
3766
Searcy Financial Services
Kansas
– -$243K -5,740 Closed
RA
3767
Ruggaard & Associates
Ohio
– -$239K -5,650 Closed
LFASL
3768
Lugano Financial Advisors SA (LFA)
Switzerland
– -$236K -5,580 Closed
CA
3769
Crane Advisory
California
– -$235K -5,560 Closed
FFWM
3770
Future Financial Wealth Management
Ohio
– -$234K -5,520 Closed
MG
3771
Meritage Group
California
– -$230K -5,430 Closed
ARIS
3772
Advanced Research Investment Solutions
California
– -$228K -5,400 Closed
SFA
3773
Seneca Financial Advisors
New York
– -$228K -5,390 Closed
BA
3774
Ballew Advisors
Mississippi
– -$226K -5,330 Closed
QL
3775
Quarry LP
New York
– -$236K -5,260 Closed
148 149 150
151
152