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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
2026
PMC FIG Opportunities
Israel
– -$890K -12,500 Closed
DWM
2027
Darwin Wealth Management
Florida
– -$976K -12,274 Closed
KI
2028
Keystone Investors
Singapore
– -$869K -12,203 Closed
OIS
2029
Okabena Investment Services
Minnesota
– -$819K -11,498 Closed
AG
2030
AIA Group
Hong Kong
– -$748K -10,500 Closed
LWM
2031
Ledge Wealth Management
Minnesota
– -$715K -10,044 Closed
SCI
2032
Stableford Capital II
Arizona
– -$717K -9,301 Closed
SAM
2033
Sabadell Asset Management
Spain
– -$699K -8,900 Closed
CTA
2034
Chesley Taft & Associates
Illinois
– -$630K -8,845 Closed
SMH
2035
Sanders Morris Harris
Texas
– -$604K -8,475 Closed
CMS
2036
Capital Market Strategies
Florida
– -$584K -8,201 Closed
SXL
2037
Summit X LLC
Missouri
– -$571K -8,179 Closed
GCP
2038
GSA Capital Partners
United Kingdom
– -$555K -7,790 Closed
XS
2039
XR Securities
Illinois
– -$583K -7,563 Closed
SIA
2040
Sit Investment Associates
Minnesota
– -$526K -7,385 Closed
SCP
2041
Stamos Capital Partners
California
– -$510K -7,160 Closed
DA
2042
DCF Advisers
Connecticut
– -$499K -7,000 Closed
CIP
2043
Convergence Investment Partners
Florida
– -$474K -6,650 Closed
MCC
2044
Money Concepts Capital
Florida
– -$465K -6,522 Closed
GCS
2045
Gordian Capital (Singapore)
Singapore
– -$445K -6,235 Closed
CCM
2046
Canal Capital Management
Virginia
– -$437K -6,140 Closed
CF
2047
Cantor Fitzgerald
New York
– -$424K -5,955 Closed
DCM
2048
Dupont Capital Management
Delaware
– -$393K -5,519 Closed
CM
2049
Cercano Management
Washington
– -$392K -5,500 Closed
CAG
2050
Crestwood Advisors Group
Massachusetts
– -$370K -5,199 Closed
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