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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1001
49 Wealth Management
Texas
– -$241K -1,852 Closed
PAS
1002
Park Avenue Securities
New York
– -$240K -1,849 Closed
PE
1003
PCM Encore
Colorado
– -$232K -1,788 Closed
DWM
1004
Diversify Wealth Management
Utah
– -$218K -1,780 Closed
OL
1005
Optas LLC
Texas
– -$230K -1,768 Closed
SW
1006
SVB Wealth
Massachusetts
– -$228K -1,757 Closed
EP
1007
Essential Planning
New Hampshire
– -$227K -1,749 Closed
FSA
1008
Fort Sheridan Advisors
Illinois
– -$225K -1,730 Closed
DE
1009
Diversified Enterprises
Delaware
– -$223K -1,720 Closed
PI
1010
PineBridge Investments
New York
– -$222K -1,711 Closed
FFP
1011
FourThought Financial Partners
Florida
– -$221K -1,703 Closed
AFC
1012
AFT Forsyth & Company
Florida
– -$220K -1,690 Closed
AFP
1013
Ausdal Financial Partners
Iowa
– -$211K -1,626 Closed
LAM
1014
LECAP Asset Management
United Kingdom
– -$208K -1,598 Closed
GAM
1015
Gemmer Asset Management
California
– -$206K -1,589 Closed
SAA
1016
Southeast Asset Advisors
Georgia
– -$204K -1,570 Closed
KA
1017
Kovack Advisors
Florida
– -$202K -1,563 Closed
FAM
1018
Fred Alger Management
New York
– -$203K -1,559 Closed
TPWA
1019
Twin Peaks Wealth Advisors
California
– -$202K -1,556 Closed
ACH
1020
ArrowMark Colorado Holdings
Colorado
– -$201K -1,549 Closed
OIAM
1021
OFI Invest Asset Management
France
– -$157K -1,394 Closed
VT
1022
Volterra Technologies
New York
– -$145K -1,116 Closed
CI
1023
Corient IA
Florida
– -$116K -890 Closed
PAM
1024
Paradigm Asset Management
New York
– -$65K -500 Closed
WSFG
1025
Wall Street Financial Group
Illinois
– -$57.8K -445 Closed
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