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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2901
Condor Capital Management
New Jersey
– -$319K -8,099 Closed
CWMU
2902
Caliber Wealth Management (Utah)
Utah
– -$315K -7,991 Closed
DW
2903
Domani Wealth
Pennsylvania
– -$313K -7,957 Closed
TAM
2904
Townsend Asset Management
North Carolina
– -$313K -7,943 Closed
JGC
2905
J. Goldman & Co
New York
– -$311K -7,894 Closed
OWM
2906
OneAscent Wealth Management
Alabama
– -$282K -7,153 Closed
SFS
2907
Summit Financial Strategies
Ohio
– -$267K -6,788 Closed
HW
2908
Hamilton Wealth
California
– -$263K -6,672 Closed
MFG
2909
MTM Financial Group
Pennsylvania
– -$263K -6,669 Closed
PGWM
2910
Parisi Gray Wealth Management
New Jersey
– -$259K -6,586 Closed
MAM
2911
Madison Asset Management
Wisconsin
– -$257K -6,532 Closed
CCA
2912
Cravens & Co Advisors
Tennessee
– -$256K -6,506 Closed
CF
2913
Clarity Financial
Texas
– -$249K -6,315 Closed
SHGA
2914
Sand Hill Global Advisors
California
– -$249K -6,315 Closed
UWM
2915
USAdvisors Wealth Management
Minnesota
– -$243K -6,174 Closed
SC
2916
Sierra Capital
Florida
– -$242K -6,135 Closed
QFA
2917
Quantum Financial Advisors
California
– -$237K -6,028 Closed
PAS
2918
Professional Advisory Services
Florida
– -$234K -5,931 Closed
GAM
2919
GEM Asset Management
Michigan
– -$233K -5,919 Closed
MPW
2920
MGO Private Wealth
California
– -$227K -5,751 Closed
KA
2921
Kercheville Advisors
Texas
– -$225K -5,708 Closed
JHP
2922
James Hambro & Partners
United Kingdom
– -$225K -5,707 Closed
HCC
2923
Hirtle Callaghan & Co
Pennsylvania
– -$225K -5,700 Closed
FA
2924
Fermata Advisors
California
– -$224K -5,675 Closed
FC
2925
Financial Council
Maryland
– -$222K -5,641 Closed
115 116
117
118 119