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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
4701
Strategic Financial Concepts
Texas
– -$267K -782 Closed
IC
4702
Iconiq Capital
California
– -$259K -760 Closed
PWP
4703
Pursue Wealth Partners
California
– -$257K -753 Closed
MC
4704
McCarthy & Cox
Ohio
– -$253K -740 Closed
CAS
4705
CTC Alternative Strategies
Illinois
– -$250K -731 Closed
RIG
4706
Ramiah Investment Group
Wisconsin
– -$246K -722 Closed
MPCA
4707
Madison Park Capital Advisors
Washington
– -$244K -715 Closed
BIA
4708
BHK Investment Advisors
Alabama
– -$232K -679 Closed
DFA
4709
Davies Financial Advisors
California
– -$231K -675 Closed
HI
4710
Humankind Investments
New York
– -$229K -670 Closed
CT
4711
ClearAlpha Technologies
Connecticut
– -$227K -666 Closed
FHB
4712
First Hawaiian Bank
Hawaii
– -$226K -661 Closed
PAG
4713
Poinciana Advisors Group
Florida
– -$225K -659 Closed
TWM
4714
TSA Wealth Management
Texas
– -$225K -659 Closed
KV
4715
Kickstand Ventures
New York
– -$218K -640 Closed
CCC
4716
Compass Capital Corp
Massachusetts
– -$214K -637 Closed
OWA
4717
ORBA Wealth Advisors
Illinois
– -$217K -635 Closed
TI
4718
TTP Investments
California
– -$215K -622 Closed
SICM
4719
Sustainable Insight Capital Management
New York
– -$211K -619 Closed
NA
4720
Note Advisors
New York
– -$208K -608 Closed
KA
4721
Kooman & Associates
Pennsylvania
– -$206K -603 Closed
TA
4722
Townsend & Associates
Colorado
– -$204K -598 Closed
EFA
4723
Edge Financial Advisors
Illinois
– -$407K -596 Closed
SFSG
4724
Sound Financial Strategies Group
Mississippi
– -$203K -596 Closed
SWAG
4725
Spectrum Wealth Advisory Group
California
– -$200K -586 Closed
186 187 188
189
190