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SMCI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
801
TrinityPoint Wealth
Connecticut
– -$490K -11,770 Closed
OIA
802
OneDigital Investment Advisors
Kansas
– -$471K -11,320 Closed
SWM
803
SeaCrest Wealth Management
New York
– -$469K -11,270 Closed
DILIC
804
Dai-ichi Life Insurance Company
Japan
– -$463K -11,120 Closed
CCM
805
Coldstream Capital Management
Washington
– -$272K -10,880 Closed
SBF
806
Sara-Bay Financial
Florida
– -$443K -10,650 Closed
FRM
807
Fox Run Management
Connecticut
– -$441K -10,590 Closed
GAG
808
GM Advisory Group
New York
– -$437K -10,490 Closed
RWM
809
Ritholtz Wealth Management
New York
– -$436K -10,470 Closed
TWM
810
TriaGen Wealth Management
California
– -$426K -10,220 Closed
USCWA
811
U.S. Capital Wealth Advisors
Texas
– -$417K -10,020 Closed
FSC
812
Full Sail Capital
Oklahoma
– -$416K -10,000 Closed
GA
813
GFS Advisors
Texas
– -$416K -10,000 Closed
FAM
814
Formidable Asset Management
Ohio
– -$413K -9,920 Closed
DFCM
815
Dark Forest Capital Management
Puerto Rico
– -$411K -9,870 Closed
HIC
816
Holderness Investments Company
North Carolina
– -$401K -9,620 Closed
DAS
817
Dynamic Advisor Solutions
Arizona
– -$375K -9,010 Closed
FTDI
818
First Trust Direct Indexing
Massachusetts
– -$359K -8,610 Closed
SBIA
819
Sheaff Brock Investment Advisors
Indiana
– -$356K -8,540 Closed
SC
820
Savant Capital
Illinois
– -$347K -8,330 Closed
TCWM
821
Total Clarity Wealth Management
Illinois
– -$342K -8,210 Closed
MCM
822
Mainstay Capital Management
Michigan
– -$340K -8,170 Closed
PSC
823
Portman Square Capital
United Kingdom
– -$331K -7,960 Closed
PWPS
824
Pinnacle Wealth Planning Services
Ohio
– -$331K -7,940 Closed
LNWWM
825
Laird Norton Wetherby Wealth Management
California
– -$320K -7,670 Closed
31 32
33
34 35