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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3101
Concord Wealth Partners
Virginia
– -$142K -5,701 Closed
IIM
3102
IFC & Insurance Marketing
California
– -$138K -5,555 Closed
NL
3103
Navalign LLC
California
– -$137K -5,513 Closed
AAM
3104
Alphadyne Asset Management
New York
– -$126K -4,701 Closed
CFS
3105
Compass Financial Services
Iowa
– -$88.6K -3,566 Closed
QA
3106
Quattro Advisors
Pennsylvania
– -$80.7K -3,249 Closed
SA
3107
Strategic Advocates
Utah
– -$78.3K -3,157 Closed
EWA
3108
EQ Wealth Advisors
Texas
– -$71.5K -2,880 Closed
MFC
3109
Mechanics Financial Corp
Ohio
– -$58.5K -2,355 Closed
VWWMG
3110
Vermillion & White Wealth Management Group
Pennsylvania
– -$32.7K -1,716 Closed
HHMI
3111
Howard Hughes Medical Institute
Maryland
– -$37.9K -1,527 Closed
CF
3112
Conquis Financial
California
– -$36.6K -1,474 Closed
KBFS
3113
Kohmann Bosshard Financial Services
Ohio
– -$34.1K -1,371 Closed
TPBG
3114
Turning Point Benefit Group
Maryland
– -$33.9K -1,364 Closed
FIA
3115
FNY Investment Advisers
New York
– -$32K -1,300 Closed
EPG
3116
Estate Planners Group
Pennsylvania
– -$29.9K -1,205 Closed
EBA
3117
Eagle Bay Advisors
New York
– -$28.6K -1,152 Closed
AWM
3118
Activest Wealth Management
Florida
– -$27.8K -1,120 Closed
WW
3119
Winnow Wealth
Texas
– -$26.1K -1,046 Closed
CA
3120
Cresta Advisors
Texas
– -$25.5K -1,027 Closed
SHF
3121
Safe Harbor Fiduciary
Florida
– -$25.5K -1,025 Closed
DRS
3122
Deane Retirement Strategies
Louisiana
– -$20.6K -830 Closed
LWCFA
3123
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$18.3K -795 Closed
SC
3124
Solstein Capital
California
– -$16.2K -652 Closed
WWA
3125
Wealth Watch Advisors
Colorado
– -$12.8K -517 Closed
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