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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
3001
One Wealth Management Investment & Advisory Services
Florida
– -$271K -6,571 Closed
NA
3002
Nottingham Advisors
New York
– -$271K -6,565 Closed
RCWM
3003
Royal Capital Wealth Management
Indiana
– -$264K -6,411 Closed
LSA
3004
Lansing Street Advisors
Pennsylvania
– -$260K -6,307 Closed
EWA
3005
ERTS Wealth Advisors
Michigan
– -$258K -6,255 Closed
DCM
3006
Driehaus Capital Management
Illinois
– -$251K -6,081 Closed
DSAM
3007
Dock Street Asset Management
Florida
– -$250K -6,054 Closed
GWAM
3008
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$249K -6,047 Closed
LTI
3009
Laffer Tengler Investments
Tennessee
– -$243K -5,892 Closed
GCM
3010
Gladius Capital Management
Illinois
– -$241K -5,849 Closed
SWS
3011
SYSTM Wealth Solutions
Illinois
– -$237K -5,740 Closed
SAM
3012
Strategy Asset Managers
California
– -$212K -5,691 Closed
MSA
3013
Marathon Strategic Advisors
Pennsylvania
– -$232K -5,625 Closed
RA
3014
Rational Advisors
New York
– -$227K -5,508 Closed
WF
3015
Warner Financial
Maryland
– -$226K -5,481 Closed
ZF
3016
Zega Financial
Florida
– -$224K -5,429 Closed
DIM
3017
Delta Investment Management
California
– -$223K -5,406 Closed
SC
3018
Sykon Capital
New York
– -$223K -5,400 Closed
BWM
3019
Baron Wealth Management
Michigan
– -$220K -5,341 Closed
PBF
3020
Petix & Botte Financial
California
– -$216K -5,234 Closed
DCM
3021
Dimension Capital Management
Florida
– -$212K -5,150 Closed
BBA
3022
Braun-Bostich & Associates
Pennsylvania
– -$211K -5,128 Closed
CWA
3023
Capital Wealth Alliance
Arizona
– -$208K -5,050 Closed
FBB
3024
Fulton Breakefield Broenniman
Maryland
– -$207K -5,021 Closed
BSSFA
3025
Baron Silver Stevens Financial Advisors
Florida
– -$207K -5,014 Closed
119 120
121
122 123