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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3101
Monument Capital Management
Virginia
– -$263K -1,057 Closed
WW
3102
Westshore Wealth
California
– -$263K -1,057 Closed
PE
3103
Point72 Europe
United Kingdom
– -$262K -1,056 Closed
HR
3104
Howe & Rusling
New York
– -$262K -1,055 Closed
MWM
3105
Mosley Wealth Management
California
– -$262K -1,055 Closed
FCIM
3106
Fairview Capital Investment Management
California
– -$262K -1,054 Closed
FWTB
3107
First Western Trust Bank
Colorado
– -$261K -1,051 Closed
LFG
3108
Leverty Financial Group
Wisconsin
– -$261K -1,050 Closed
NCFG
3109
New Century Financial Group
New Jersey
– -$260K -1,047 Closed
LCM
3110
Leisure Capital Management
California
– -$260K -1,045 Closed
IW
3111
Instrumental Wealth
Florida
– -$217K -1,043 Closed
SPC
3112
Stewart & Patten Company
California
– -$259K -1,042 Closed
TAM
3113
Tocqueville Asset Management
New York
– -$259K -1,042 Closed
NFP
3114
Narus Financial Partners
Utah
– -$259K -1,041 Closed
AL
3115
ACAS LLC
California
– -$258K -1,040 Closed
HNW
3116
High Note Wealth
Minnesota
– -$258K -1,037 Closed
KA
3117
Kooman & Associates
Pennsylvania
– -$258K -1,037 Closed
LIA
3118
LifePlan Investment Advisors
North Carolina
– -$257K -1,036 Closed
AIM
3119
Avity Investment Management
Connecticut
– -$255K -1,027 Closed
PWS
3120
Private Wealth Strategies
Ohio
– -$255K -1,027 Closed
CCA
3121
Cora Capital Advisors
New Jersey
– -$254K -1,023 Closed
PRI
3122
Prepared Retirement Institute
Pennsylvania
– -$254K -1,021 Closed
MWA
3123
MN Wealth Advisors
Kansas
– -$253K -1,017 Closed
TFM
3124
Trademark Financial Management
Minnesota
– -$252K -1,015 Closed
EWM
3125
Edge Wealth Management
New York
– -$252K -1,014 Closed
123 124
125
126 127