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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
3001
Community Bank & Trust (Waco, Texas)
Texas
– -$290K -1,109 Closed
LFGH
3002
Lee Financial Group Hawaii
Hawaii
– -$230K -1,106 Closed
CRG
3003
Cornerstone Retirement Group
Nevada
– -$283K -1,082 Closed
VCM
3004
Vision Capital Management
Oregon
– -$278K -1,062 Closed
JWM
3005
Jessup Wealth Management
Ohio
– -$278K -1,061 Closed
LFM
3006
LGT Fund Management
Liechtenstein
– -$277K -1,060 Closed
PPW
3007
PACK Private Wealth
Minnesota
– -$275K -1,050 Closed
TA
3008
Tactive Advisors
Florida
– -$265K -1,013 Closed
LWAM
3009
Legacy Wealth Asset Management
Minnesota
– -$264K -1,010 Closed
AWA
3010
Archvest Wealth Advisors
California
– -$263K -1,003 Closed
LC
3011
Lavaca Capital
Texas
– -$262K -1,000 Closed
CWA
3012
CM Wealth Advisors
Ohio
– -$265K -995 Closed
MPW
3013
MGO Private Wealth
California
– -$256K -978 Closed
DCM
3014
Difesa Capital Management
New York
– -$255K -975 Closed
BWIA
3015
Bryant Woods Investment Advisors
New York
– -$251K -959 Closed
BWM
3016
Birchcreek Wealth Management
Ohio
– -$241K -922 Closed
TFCP
3017
Twin Focus Capital Partners
Massachusetts
– -$239K -914 Closed
WAM
3018
Weiss Asset Management
Massachusetts
– -$231K -881 Closed
NWM
3019
NEIRG Wealth Management
Massachusetts
– -$225K -859 Closed
CFGSD
3020
Compass Financial Group (South Dakota)
South Dakota
– -$223K -852 Closed
IAP
3021
Indie Asset Partners
Indiana
– -$221K -843 Closed
CA
3022
Crane Advisory
California
– -$236K -836 Closed
AWM
3023
Alterna Wealth Management
Texas
– -$218K -832 Closed
TFA
3024
Trinity Financial Advisors
Ohio
– -$218K -831 Closed
SWM
3025
Solano Wealth Management
California
– -$215K -820 Closed
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121
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