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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
1101
Red Crane Wealth Management
California
– -$301K -1,400 Closed
WIA
1102
World Investment Advisors
California
– -$300K -1,399 Closed
NICM
1103
Neo Ivy Capital Management
New York
– -$299K -1,394 Closed
SF
1104
Summit Financial
New Jersey
– -$299K -1,390 Closed
OF
1105
Optimize Financial
California
– -$297K -1,384 Closed
WFI
1106
West Family Investments
California
– -$296K -1,380 Closed
SAM
1107
Simplify Asset Management
Nevada
– -$295K -1,375 Closed
KIA
1108
KCM Investment Advisors
California
– -$295K -1,372 Closed
IAS
1109
Insigneo Advisory Services
Florida
– -$294K -1,370 Closed
NAM
1110
NorthCrest Asset Manangement
Minnesota
– -$285K -1,365 Closed
NWAG
1111
Net Worth Advisory Group
Utah
– -$293K -1,362 Closed
FRA
1112
Frank Rimerman Advisors
California
– -$291K -1,356 Closed
GWMR
1113
GC Wealth Management RIA
Massachusetts
– -$290K -1,352 Closed
WA
1114
Waverly Advisors
Alabama
– -$287K -1,338 Closed
MWM
1115
Mindset Wealth Management
Indiana
– -$285K -1,329 Closed
LA
1116
Legacy Advisors
Pennsylvania
– -$284K -1,322 Closed
MCCP
1117
Mission Creek Capital Partners
California
– -$284K -1,321 Closed
PIA
1118
Perennial Investment Advisors
California
– -$283K -1,317 Closed
ES
1119
Element Squared
Minnesota
– -$282K -1,311 Closed
SFG
1120
Synergy Financial Group
California
– -$280K -1,305 Closed
VFA
1121
Voya Financial Advisors
Connecticut
– -$286K -1,305 Closed
AWA
1122
Argos Wealth Advisors
California
– -$277K -1,291 Closed
FPAS
1123
Focus Partners Advisor Solutions
Missouri
– -$277K -1,288 Closed
CIA
1124
Choate Investment Advisors
Massachusetts
– -$273K -1,273 Closed
JIC
1125
Johnson Investment Counsel
Ohio
– -$272K -1,268 Closed
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