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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Summa Corp
Texas
– -$232K -1,532 Closed
WWM
1252
Western Wealth Management
Colorado
– -$232K -1,532 Closed
LIA
1253
LBMC Investment Advisors
Tennessee
– -$230K -1,519 Closed
TWM
1254
Trevian Wealth Management
Massachusetts
– -$228K -1,501 Closed
EGA
1255
Eagle Global Advisors
Texas
– -$227K -1,500 Closed
XSC
1256
X-Square Capital
Puerto Rico
– -$227K -1,500 Closed
AC
1257
Allstate Corporation
Illinois
– -$221K -1,460 Closed
FWI
1258
Facet Wealth Inc
Maryland
– -$203K -1,460 Closed
MG
1259
Marex Group
– -$219K -1,443 Closed
OAM
1260
Occidental Asset Management
California
– -$218K -1,436 Closed
LSPW
1261
Lake Street Private Wealth
Illinois
– -$216K -1,422 Closed
FAIM
1262
Financial Advocates Investment Management
Washington
– -$213K -1,402 Closed
GIM
1263
Guild Investment Management
California
– -$212K -1,400 Closed
AG
1264
Ascent Group
Virginia
– -$211K -1,391 Closed
SP
1265
Stonebrook Private
Michigan
– -$209K -1,380 Closed
KFA
1266
Kelleher Financial Advisors
New York
– -$209K -1,379 Closed
RFO
1267
RiverGlades Family Offices
Florida
– -$208K -1,375 Closed
RFG
1268
Range Financial Group
Oregon
– -$207K -1,368 Closed
CP
1269
Canopy Partners
Ohio
– -$195K -1,288 Closed
SG
1270
Sienna Gestion
France
– -$190K -1,254 Closed
OWA
1271
Opal Wealth Advisors
New York
– -$151K -998 Closed
CMBA
1272
C.M. Bidwell & Associates
Hawaii
– -$133K -879 Closed
TSWM
1273
Tyler-Stone Wealth Management
Ohio
– -$118K -775 Closed
TSMHT
1274
Thurston Springer Miller Herd & Titak
Indiana
– -$97.3K -642 Closed
VC
1275
Vestor Capital
Illinois
– -$89K -588 Closed
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