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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1501
Silvercrest Asset Management
New York
– -$255K -5,634 Closed
MCM
1502
McRae Capital Management
New Jersey
– -$250K -5,537 Closed
SEEDPG
1503
S.E.E.D. Planning Group
New York
– -$249K -5,500 Closed
OFS
1504
OneAscent Financial Services
Alabama
– -$248K -5,493 Closed
CNBOF
1505
City National Bank of Florida
Florida
– -$246K -5,429 Closed
PFA
1506
Pure Financial Advisors
California
– -$242K -5,361 Closed
ATS
1507
Ashton Thomas Securities
New York
– -$237K -5,246 Closed
IWM
1508
IHT Wealth Management
Illinois
– -$237K -5,229 Closed
PPWP
1509
Premier Path Wealth Partners
New Jersey
– -$235K -5,197 Closed
PA
1510
Pinnacle Associates
New York
– -$233K -5,146 Closed
CA
1511
Claro Advisors
Massachusetts
– -$232K -5,126 Closed
WIC
1512
Water Island Capital
New York
– -$232K -5,124 Closed
GM
1513
GeoWealth Management
Illinois
– -$230K -5,082 Closed
CCFM
1514
Clear Creek Financial Management
Washington
– -$228K -5,031 Closed
SI
1515
Seeds Investor
New York
– -$241K -5,031 Closed
CAAS
1516
Capital Asset Advisory Services
Michigan
– -$258K -5,012 Closed
FCM
1517
FJ Capital Management
Virginia
– -$225K -4,977 Closed
SCM
1518
Schnieders Capital Management
California
– -$224K -4,950 Closed
EFS
1519
Essex Financial Services
Connecticut
– -$223K -4,932 Closed
CMI
1520
Clare Market Investments
Texas
– -$223K -4,926 Closed
OIS
1521
OneAscent Investment Solutions
Alabama
– -$222K -4,901 Closed
HAG
1522
HighPoint Advisor Group
Illinois
– -$219K -4,833 Closed
AWAU
1523
Alliance Wealth Advisors (Utah)
Utah
– -$219K -4,831 Closed
FFN
1524
Focus Financial Network
Minnesota
– -$217K -4,793 Closed
SIA
1525
Soltis Investment Advisors
Utah
– -$216K -4,780 Closed
59 60
61
62 63