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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1751
Five Oceans Advisors
California
– -$205K -2,226 Closed
OA
1752
Oasis Advisors
Iowa
– -$204K -2,211 Closed
SIM
1753
Stratos Investment Management
Ohio
– -$202K -2,191 Closed
RCAG
1754
Rehmann Capital Advisory Group
Michigan
– -$202K -2,186 Closed
SVWAG
1755
Sound View Wealth Advisors Group
Georgia
– -$202K -2,183 Closed
OFS
1756
OneAscent Financial Services
Alabama
– -$201K -2,176 Closed
TWA
1757
TCI Wealth Advisors
Arizona
– -$201K -2,175 Closed
CW
1758
Curio Wealth
Maryland
– -$186K -2,015 Closed
SOW
1759
State of Wyoming
Wyoming
– -$134K -1,454 Closed
WSFG
1760
Wall Street Financial Group
Illinois
– -$133K -1,436 Closed
TGY2IT
1761
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$116K -1,254 Closed
CA
1762
Cache Advisors
California
– -$104K -1,125 Closed
TLFA
1763
True Link Financial Advisors
California
– -$83.5K -905 Closed
TPWA
1764
Twin Peaks Wealth Advisors
California
– -$77.6K -841 Closed
BCFD
1765
Boit C.F. David
– -$69.2K -750 Closed
RFP
1766
Root Financial Partners
California
– -$64.5K -699 Closed
CFG
1767
Clayton Financial Group
Missouri
– -$59.5K -645 Closed
FC
1768
Financial Consulate
Maryland
– -$29.4K -318 Closed
WA
1769
Whipplewood Advisors
Colorado
– -$29K -314 Closed
GSEP
1770
Golden State Equity Partners
California
– -$28.2K -305 Closed
OA
1771
Operose Advisors
Wisconsin
– -$27.7K -300 Closed
IAAG
1772
Innovative Asset Advisors Group
Connecticut
– -$24K -260 Closed
OWA
1773
Opal Wealth Advisors
New York
– -$22.5K -244 Closed
RCM
1774
Richardson Capital Management
Wisconsin
– -$21.6K -234 Closed
GWSA
1775
Global Wealth Strategies & Associates
Colorado
– -$15.2K -165 Closed
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