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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
851
Western Wealth Management
Colorado
– -$303K -1,264 Closed
CP
852
CenterBook Partners
Connecticut
– -$302K -1,262 Closed
EWA
853
EP Wealth Advisors
California
– -$302K -1,260 Closed
EWM
854
Empirical Wealth Management
Washington
– -$301K -1,258 Closed
AL
855
Aspiriant LLC
California
– -$301K -1,257 Closed
TA
856
TKG Advisors
Indiana
– -$296K -1,238 Closed
KCM
857
KRS Capital Management
Michigan
– -$295K -1,235 Closed
CAAS
858
Capital Asset Advisory Services
Michigan
– -$293K -1,225 Closed
NFC
859
Northeast Financial Consultants
Connecticut
– -$293K -1,223 Closed
CAM
860
Cozad Asset Management
Illinois
– -$287K -1,200 Closed
SWM
861
Sendero Wealth Management
Texas
– -$284K -1,185 Closed
1WA
862
180 Wealth Advisors
Washington
– -$266K -1,182 Closed
IHL
863
Investment House LLC
California
– -$283K -1,180 Closed
GPA
864
Guerra Pan Advisors
New Jersey
– -$242K -1,172 Closed
WAP
865
Wealthcare Advisory Partners
Pennsylvania
– -$278K -1,160 Closed
MYLI
866
Meiji Yasuda Life Insurance
Japan
– -$276K -1,152 Closed
SAMT
867
Select Asset Management & Trust
Pennsylvania
– -$275K -1,150 Closed
FNT
868
First National Trust
Pennsylvania
– -$272K -1,137 Closed
GA
869
GraniteShares Advisors
New York
– -$270K -1,128 Closed
AWS
870
AJ Wealth Strategies
New York
– -$267K -1,113 Closed
Lido Advisors
871
Lido Advisors
California
– -$265K -1,109 Closed
ASGS
872
Alpha Square Group S
New York
– -$263K -1,100 Closed
EWA
873
Evolution Wealth Advisors
Florida
– -$257K -1,066 Closed
BO
874
BRR OpCo
Ohio
– -$251K -1,050 Closed
VF
875
Virtu Financial
New York
– -$250K -1,042 Closed
33 34
35
36 37