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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1701
Saxon Interests
Texas
– -$269K -2,981 Closed
FAT
1702
First American Trust
California
– -$268K -2,970 Closed
DA
1703
Dover Advisors
Virginia
– -$268K -2,967 Closed
MWA
1704
Midland Wealth Advisors
Illinois
– -$264K -2,920 Closed
CFG
1705
Chapman Financial Group
Hawaii
– -$243K -2,690 Closed
BTWM
1706
Baker Tilly Wealth Management
Wisconsin
– -$241K -2,671 Closed
LP
1707
LGL Partners
Pennsylvania
– -$241K -2,668 Closed
ZCP
1708
Z3 Capital Partners
Virginia
– -$238K -2,628 Closed
APM
1709
a16z Perennial Management
California
– -$236K -2,606 Closed
GCM
1710
Graham Capital Management
Connecticut
– -$226K -2,500 Closed
GWM
1711
Grand Wealth Management
Michigan
– -$218K -2,412 Closed
HAS
1712
HBW Advisory Services
California
– -$213K -2,355 Closed
PCM
1713
Polymer Capital Management
New York
– -$213K -2,352 Closed
BIM
1714
Bridges Investment Management
Nebraska
– -$212K -2,342 Closed
ONST
1715
Old North State Trust
North Carolina
– -$211K -2,334 Closed
CFGW
1716
Chancellor Financial Group WB
Pennsylvania
– -$210K -2,328 Closed
TWM
1717
Topsail Wealth Management
North Carolina
– -$210K -2,326 Closed
BFA
1718
Beaumont Financial Advisors
Massachusetts
– -$209K -2,314 Closed
SG
1719
StoneX Group
New York
– -$208K -2,303 Closed
AAP
1720
Aristotle Atlantic Partners
Florida
– -$208K -2,300 Closed
IPW
1721
Invictus Private Wealth
Colorado
– -$208K -2,300 Closed
TF
1722
Trek Financial
Arizona
– -$208K -2,300 Closed
SAG
1723
SageView Advisory Group
California
– -$208K -2,296 Closed
EWM
1724
Evercore Wealth Management
New York
– -$207K -2,292 Closed
RMC
1725
Resources Management Corp
Connecticut
– -$207K -2,285 Closed
67 68
69
70 71