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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2451
Pallas Capital Advisors
Massachusetts
– -$259K -2,834 Closed
LWL
2452
Leo Wealth LLC
Texas
– -$257K -2,815 Closed
ES
2453
Eagle Strategies
New York
– -$257K -2,810 Closed
G
2454
GenTrust
Florida
– -$256K -2,800 Closed
SRC
2455
Sage Rhino Capital
California
– -$256K -2,800 Closed
LA
2456
Lifeworks Advisors
Michigan
– -$252K -2,753 Closed
IA
2457
Insight Advisors
Pennsylvania
– -$248K -2,717 Closed
RFS
2458
Richardson Financial Services
Massachusetts
– -$248K -2,715 Closed
SHGA
2459
Sand Hill Global Advisors
California
– -$248K -2,709 Closed
FF
2460
Francis Financial
– -$247K -2,706 Closed
RWM
2461
Rockline Wealth Management
New York
– -$245K -2,682 Closed
FFG
2462
Frisch Financial Group
New York
– -$244K -2,669 Closed
LGWM
2463
Litman Gregory Wealth Management
California
– -$244K -2,667 Closed
PAMG
2464
Patton Albertson Miller Group
Tennessee
– -$242K -2,651 Closed
NAS
2465
Nicolet Advisory Services
Wisconsin
– -$229K -2,633 Closed
FPCP
2466
Fort Point Capital Partners
California
– -$241K -2,632 Closed
HWM
2467
Horizon Wealth Management
Illinois
– -$240K -2,629 Closed
MFWP
2468
Mosaic Family Wealth Partners
Missouri
– -$240K -2,625 Closed
SAM
2469
Synergy Asset Management
Washington
– -$239K -2,620 Closed
WP
2470
WealthPLAN Partners
Nebraska
– -$237K -2,598 Closed
SFA
2471
Souders Financial Advisors
Ohio
– -$236K -2,585 Closed
HA
2472
Hofer & Associates
California
– -$235K -2,569 Closed
1IA
2473
1834 Investment Advisors
Wisconsin
– -$235K -2,568 Closed
AWAG
2474
ARS Wealth Advisors Group
Florida
– -$233K -2,549 Closed
FCM
2475
Fourpath Capital Management
Oklahoma
– -$233K -2,545 Closed
97 98
99
100 101