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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1751
Advisory Alpha
Michigan
– -$251K -2,756 Closed
MAM
1752
Martingale Asset Management
Massachusetts
– -$249K -2,730 Closed
OWM
1753
OneAscent Wealth Management
Alabama
– -$241K -2,640 Closed
YL
1754
YCG LLC
Texas
– -$239K -2,625 Closed
SSG
1755
Summit Securities Group
New York
– -$231K -2,537 Closed
PWM
1756
Pines Wealth Management
North Carolina
– -$229K -2,511 Closed
CWM
1757
Collaborative Wealth Management
Florida
– -$228K -2,495 Closed
HH
1758
HWG Holdings
Texas
– -$226K -2,475 Closed
RCP
1759
Rothschild Capital Partners
New York
– -$219K -2,400 Closed
MBWA
1760
Marin Bay Wealth Advisors
California
– -$206K -2,256 Closed
KAS
1761
KPP Advisory Services
Kentucky
– -$204K -2,234 Closed
DAS
1762
Diversify Advisory Services
Utah
– -$211K -2,232 Closed
FWIA
1763
Fort Washington Investment Advisors
Ohio
– -$201K -2,205 Closed
SCP
1764
Silverleafe Capital Partners
Tennessee
– -$200K -2,197 Closed
BAM
1765
Belpointe Asset Management
Nevada
– -$200K -2,195 Closed
QFW
1766
QTR Family Wealth
Florida
– -$202K -2,158 Closed
SIM
1767
Sentry Investment Management
Wisconsin
– -$195K -2,139 Closed
AAM
1768
Alphadyne Asset Management
New York
– -$157K -1,722 Closed
MR
1769
Munich Reinsurance
– -$119K -1,304 Closed
GWM
1770
Greenline Wealth Management
Florida
– -$118K -1,290 Closed
EW
1771
Elyxium Wealth
California
– -$87.9K -964 Closed
RAM
1772
Reflection Asset Management
South Carolina
– -$75.2K -825 Closed
SPF
1773
South Plains Financial
Texas
– -$69.3K -760 Closed
GAFA
1774
Garton & Associates Financial Advisors
Kentucky
– -$54.7K -600 Closed
GA
1775
GoalVest Advisory
New York
– -$53.8K -590 Closed
69 70
71
72 73