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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
2526
SC&H Financial Advisors
Maryland
– -$265K -758 Closed
MCWS
2527
McKinley Carter Wealth Services
West Virginia
– -$264K -754 Closed
MWM
2528
Mindset Wealth Management
Indiana
– -$262K -750 Closed
GWANC
2529
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$261K -747 Closed
CAI
2530
Capital Advisors Inc
Oklahoma
– -$261K -746 Closed
ACS
2531
Archford Capital Strategies
Illinois
– -$261K -745 Closed
AFA
2532
Allium Financial Advisors
Oregon
– -$260K -744 Closed
BFIC
2533
Bedell Frazier Investment Counselling
California
– -$260K -744 Closed
AWM
2534
Avaii Wealth Management
Wisconsin
– -$260K -742 Closed
FA
2535
Fullerton Advisors
California
– -$260K -742 Closed
PFM
2536
Potomac Fund Management
Florida
– -$259K -739 Closed
VCM
2537
Vivaldi Capital Management
Illinois
– -$258K -737 Closed
MWM
2538
Maridea Wealth Management
New York
– -$257K -735 Closed
SIC
2539
Sterling Investment Counsel
New York
– -$327K -735 Closed
CC
2540
Capital Counsel
New York
– -$257K -734 Closed
AAS
2541
Annex Advisory Services
Wisconsin
– -$256K -731 Closed
TC
2542
TFR Capital
Texas
– -$256K -731 Closed
PMG
2543
Private Management Group
California
– -$255K -730 Closed
BIG
2544
Brookwood Investment Group
Arizona
– -$255K -728 Closed
BWM
2545
BankPlus Wealth Management
Mississippi
– -$253K -724 Closed
RWMG
2546
Redwood Wealth Management Group
New Jersey
– -$253K -723 Closed
BWP
2547
BSW Wealth Partners
Colorado
– -$252K -720 Closed
SWTS
2548
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$251K -718 Closed
EP
2549
EPIQ Partners
Minnesota
– -$251K -717 Closed
CCG
2550
Coastwise Capital Group
California
– -$251K -716 Closed
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