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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1076
Sax Wealth Advisors
New Jersey
– -$252K -1,877 Closed
LA
1077
LVW Advisors
New York
– -$251K -1,870 Closed
SWP
1078
Sagespring Wealth Partners
Tennessee
– -$247K -1,838 Closed
CCA
1079
Childress Capital Advisors
Texas
– -$245K -1,821 Closed
BCM
1080
Brookstone Capital Management
Illinois
– -$242K -1,802 Closed
BWG
1081
Beta Wealth Group
California
– -$240K -1,787 Closed
GL
1082
Graypoint LLC
New York
– -$239K -1,782 Closed
CAMG
1083
CWA Asset Management Group
Florida
– -$236K -1,758 Closed
WA
1084
WealthTrust Axiom
Pennsylvania
– -$235K -1,750 Closed
KWA
1085
Kingswood Wealth Advisors
California
– -$233K -1,735 Closed
SCM
1086
Shelton Capital Management
Colorado
– -$233K -1,731 Closed
CS
1087
Cannell & Spears
New York
– -$230K -1,712 Closed
RCM
1088
RB Capital Management
Nevada
– -$226K -1,682 Closed
SF
1089
Summit Financial
New Jersey
– -$226K -1,676 Closed
WC
1090
Waterloo Capital
Texas
– -$225K -1,675 Closed
LWM
1091
Liberty Wealth Management
California
– -$224K -1,667 Closed
CM
1092
Cercano Management
Washington
– -$224K -1,666 Closed
CCWM
1093
Cassaday & Co Wealth Management
Virginia
– -$223K -1,662 Closed
PMSA
1094
Patrick M. Sweeney & Associates
Illinois
– -$223K -1,660 Closed
CPA
1095
Capital Planning Advisors
California
– -$220K -1,635 Closed
DIM
1096
Delta Investment Management
California
– -$219K -1,633 Closed
FRA
1097
Frank Rimerman Advisors
California
– -$219K -1,630 Closed
SIA
1098
SeaBridge Investment Advisors
New Jersey
– -$218K -1,625 Closed
OFA
1099
Oak Family Advisors
Illinois
– -$218K -1,621 Closed
WCWM
1100
Willow Creek Wealth Management
California
– -$218K -1,620 Closed
42 43
44
45 46