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SFM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
– -$218K -2,824 Closed
AFCM
702
Applied Finance Capital Management
Puerto Rico
– -$209K -2,708 Closed
AAM
703
Alphadyne Asset Management
New York
– -$217K -2,678 Closed
SWP
704
Stratos Wealth Partners
Ohio
– -$205K -2,661 Closed
RFP
705
Root Financial Partners
California
– -$66.8K -866 Closed
CWMS
706
CFG Wealth Management Services
Indiana
– -$50.9K -660 Closed
LWMI
707
Legacy Wealth Management (Idaho)
Idaho
– -$48.9K -634 Closed
AA
708
AlphaCentric Advisors
Puerto Rico
– -$41K -532 Closed
VSQM
709
V-Square Quantitative Management
Illinois
– -$20.7K -269 Closed
WPA
710
Wealth Preservation Advisors
Tennessee
– -$17.2K -223 Closed
VIS
711
Vega Investment Solutions
France
– -$15.2K -197 Closed
AWA
712
Acumen Wealth Advisors
Tennessee
– -$11.5K -149 Closed
GSEP
713
Golden State Equity Partners
California
– -$7.94K -103 Closed
IWS
714
Intentional Wealth Strategies
Colorado
– -$5.09K -66 Closed
TPWA
715
Twin Peaks Wealth Advisors
California
– -$5.01K -65 Closed
GTAM
716
Global Trust Asset Management
Florida
– -$3.7K -48 Closed
FPF
717
First Pacific Financial
Washington
– -$2.93K -38 Closed
HIMS
718
Hager Investment Management Services
New Hampshire
– -$1.39K -18 Closed
WB
719
Webster Bank
Connecticut
– -$1.23K -16 Closed
RIAS
720
Rachor Investment Advisory Services
Michigan
– -$1.08K -14 Closed
CW
721
Curio Wealth
Maryland
– -$1K -13 Closed
PMAM
722
Picton Mahoney Asset Management
Ontario, Canada
– -$848 -11 Closed
VWM
723
Vermillion Wealth Management
Minnesota
– -$386 -5 Closed
TC
724
Trust Company
Kansas
– -$309 -4 Closed
NL
725
NVWM LLC
Pennsylvania
– -$231 -3 Closed
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