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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1876
Dillon & Associates
Michigan
– -$251K -3,398 Closed
FDP
1877
Financiere des Professionnels
Quebec, Canada
– -$252K -3,388 Closed
CFG
1878
Carr Financial Group
Massachusetts
– -$251K -3,384 Closed
SYBT
1879
Stock Yards Bank & Trust
Kentucky
– -$251K -3,381 Closed
KA
1880
KLCM Advisors
Wisconsin
– -$251K -3,380 Closed
CIC
1881
Chase Investment Counsel
Virginia
– -$245K -3,307 Closed
SWM
1882
SeaCrest Wealth Management
New York
– -$242K -3,260 Closed
AWE
1883
Avidian Wealth Enterprises
Texas
– -$242K -3,254 Closed
WA1
1884
Wimmer Associates 1
California
– -$239K -3,220 Closed
FCM
1885
Fourpath Capital Management
Oklahoma
– -$238K -3,204 Closed
OFO
1886
OneAscent Family Office
Alabama
– -$238K -3,201 Closed
SWA
1887
Sax Wealth Advisors
New Jersey
– -$233K -3,141 Closed
BFO
1888
Boston Family Office
Massachusetts
– -$231K -3,104 Closed
IC
1889
Iconiq Capital
California
– -$231K -3,103 Closed
PTP
1890
Platform Technology Partners
New York
– -$229K -3,075 Closed
PSP
1891
Principal Street Partners
Tennessee
– -$228K -3,066 Closed
PHIC
1892
Pine Haven Investment Counsel
Massachusetts
– -$227K -3,058 Closed
WC
1893
Waterloo Capital
Texas
– -$227K -3,048 Closed
VWA
1894
Visionary Wealth Advisors
Illinois
– -$226K -3,044 Closed
MAM
1895
Mystic Asset Management
Rhode Island
– -$226K -3,035 Closed
PCMH
1896
Polymer Capital Management (HK)
Hong Kong
– -$225K -3,031 Closed
AF
1897
Arrow Financial
New York
– -$225K -3,026 Closed
BFG
1898
Beacon Financial Group
Texas
– -$225K -3,023 Closed
CAS
1899
CTC Alternative Strategies
Illinois
– -$223K -3,000 Closed
WBG
1900
Wharton Business Group
Pennsylvania
– -$221K -2,975 Closed
74 75
76
77 78