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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1251
Western Wealth Management
Colorado
– -$232K -1,532 Closed
LIA
1252
LBMC Investment Advisors
Tennessee
– -$230K -1,519 Closed
TWM
1253
Trevian Wealth Management
Massachusetts
– -$228K -1,501 Closed
EGA
1254
Eagle Global Advisors
Texas
– -$227K -1,500 Closed
XSC
1255
X-Square Capital
Puerto Rico
– -$227K -1,500 Closed
AC
1256
Allstate Corporation
Illinois
– -$221K -1,460 Closed
FWI
1257
Facet Wealth Inc
Maryland
– -$203K -1,460 Closed
MG
1258
Marex Group
– -$219K -1,443 Closed
OAM
1259
Occidental Asset Management
California
– -$218K -1,436 Closed
LSPW
1260
Lake Street Private Wealth
Illinois
– -$216K -1,422 Closed
FAIM
1261
Financial Advocates Investment Management
Washington
– -$213K -1,402 Closed
GIM
1262
Guild Investment Management
California
– -$212K -1,400 Closed
AG
1263
Ascent Group
Virginia
– -$211K -1,391 Closed
SP
1264
Stonebrook Private
Michigan
– -$209K -1,380 Closed
KFA
1265
Kelleher Financial Advisors
New York
– -$209K -1,379 Closed
RFO
1266
RiverGlades Family Offices
Florida
– -$208K -1,375 Closed
RFG
1267
Range Financial Group
Oregon
– -$207K -1,368 Closed
CP
1268
Canopy Partners
Ohio
– -$195K -1,288 Closed
SG
1269
Sienna Gestion
France
– -$190K -1,254 Closed
OWA
1270
Opal Wealth Advisors
New York
– -$151K -998 Closed
CMBA
1271
C.M. Bidwell & Associates
Hawaii
– -$133K -879 Closed
TSWM
1272
Tyler-Stone Wealth Management
Ohio
– -$118K -775 Closed
TSMHT
1273
Thurston Springer Miller Herd & Titak
Indiana
– -$97.3K -642 Closed
VC
1274
Vestor Capital
Illinois
– -$89K -588 Closed
VAG
1275
VisionPoint Advisory Group
Texas
– -$87.5K -577 Closed
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