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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1601
Raleigh Capital Management
North Carolina
– -$55.3K -520 Closed
SAM
1602
Synergy Asset Management
Washington
– -$41.7K -520 Closed
OC
1603
Oarsman Capital
Wisconsin
– -$48.7K -458 Closed
SIS
1604
Strategic Investment Solutions
Illinois
– -$33.9K -435 Closed
NWWA
1605
New Wave Wealth Advisors
Arkansas
– -$38.9K -366 Closed
TAM
1606
Tucker Asset Management
Colorado
– -$34.8K -327 Closed
CT
1607
Caldwell Trust
Florida
– -$34.3K -323 Closed
SMFG
1608
Sumitomo Mitsui Financial Group
Japan
– -$34.8K -322 Closed
MSFP
1609
Mark Sheptoff Financial Planning
Connecticut
– -$31.9K -300 Closed
CJ
1610
Caitlin John
Michigan
– -$25.9K -244 Closed
SC
1611
Stephens Consulting
Michigan
– -$25.2K -237 Closed
MBFW
1612
Morton Brown Family Wealth
Pennsylvania
– -$15.9K -150 Closed
CF
1613
Conquis Financial
California
– -$9.14K -86 Closed
SWA
1614
SOA Wealth Advisors
New York
– -$8.93K -84 Closed
EC
1615
Elequin Capital
New York
– -$8.29K -78 Closed
CPL
1616
Capital & Planning LLC
Georgia
– -$7.34K -69 Closed
DRP
1617
Decker Retirement Planning
Utah
– -$6.7K -63 Closed
LDB
1618
Lee, Danner & Bass
Tennessee
– -$6.49K -61 Closed
LG
1619
LAM Group
Oregon
– -$5.32K -50 Closed
CFS
1620
CGC Financial Services
Oregon
– -$4.79K -45 Closed
FS
1621
Financially Speaking
Colorado
– -$4.68K -44 Closed
KBFS
1622
Kohmann Bosshard Financial Services
Ohio
– -$4.25K -40 Closed
WWA
1623
Wingate Wealth Advisors
Massachusetts
– -$4.25K -40 Closed
ORAM
1624
One River Asset Management
Connecticut
– -$3.2K -30 Closed
MSE
1625
MUFG Securities EMEA
United Kingdom
– -$2.66K -25 Closed
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