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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1451
StoneCrest Wealth Management
Arizona
– -$209K -1,373 Closed
SPWM
1452
Schrum Private Wealth Management
Florida
– -$201K -1,320 Closed
SCA
1453
Stonebridge Capital Advisors
Minnesota
– -$201K -1,320 Closed
AIA
1454
Armor Investment Advisors
North Carolina
– -$200K -1,316 Closed
SP
1455
Saranac Partners
– -$154K -1,015 Closed
AT
1456
Arlington Trust
Alabama
– -$138K -905 Closed
VT
1457
Volterra Technologies
New York
– -$116K -782 Closed
MSG
1458
Main Street Group
Virginia
– -$79.9K -526 Closed
VC
1459
Vestor Capital
Illinois
– -$76K -500 Closed
ABWM
1460
Alpine Bank Wealth Management
Colorado
– -$74.3K -489 Closed
RA
1461
Rise Advisors
New York
– -$68.7K -452 Closed
IUHSA
1462
Itau Unibanco Holding S.A.
Brazil
– -$32.7K -215 Closed
CWM
1463
Crowley Wealth Management
Delaware
– -$26.6K -175 Closed
AAS
1464
Ameritas Advisory Services
Nebraska
– -$19.9K -131 Closed
CIAM
1465
Caitong International Asset Management
Hong Kong
– -$19.8K -130 Closed
KFP
1466
Keener Financial Planning
Texas
– -$15K -100 Closed
NCM
1467
Northwest Capital Management
Oregon
– -$11.4K -75 Closed
AWM
1468
Activest Wealth Management
Florida
– -$8.82K -58 Closed
WA
1469
WPG Advisers
Maryland
– -$7.3K -48 Closed
CCM
1470
Cloud Capital Management
Washington
– -$5K -33 Closed
HWA
1471
Heartwood Wealth Advisors
Virginia
– -$4.71K -31 Closed
FF
1472
Friedenthal Financial
New Jersey
– -$4.26K -28 Closed
OAJ
1473
Ogorek Anthony Joseph
New York
– -$2.81K -19 -90%
TCA
1474
Trifecta Capital Advisors
Illinois
– -$2.74K -18 Closed
JWM
1475
JPL Wealth Management
Colorado
– -$1.82K -12 Closed
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