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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2751
Lineweaver Wealth Advisors
Ohio
– -$201K -519 Closed
SFG
2752
SNS Financial Group
Minnesota
– -$201K -519 Closed
JPG
2753
Jordan Park Group
California
– -$200K -517 Closed
LFG
2754
Lockerman Financial Group
California
– -$200K -517 Closed
CIAM
2755
Caitong International Asset Management
Hong Kong
– -$154K -398 Closed
GWM
2756
Gitterman Wealth Management
New Jersey
– -$139K -359 Closed
OW
2757
Olistico Wealth
Oklahoma
– -$110K -285 Closed
HAI
2758
Hennessy Advisors Inc
California
– -$108K -278 Closed
SO
2759
Sierra Ocean
California
– -$99.4K -257 Closed
FLFS
2760
Family Legacy Financial Solutions
North Carolina
– -$79.5K -211 Closed
WTFG
2761
Wood Tarver Financial Group
Idaho
– -$72K -188 Closed
RWA
2762
Redmont Wealth Advisors
Illinois
– -$66.2K -171 Closed
BA
2763
Bellwether Advisors
Nebraska
– -$65K -168 Closed
PCTC
2764
Perkins Coie Trust Company
Washington
– -$54.2K -140 Closed
ECM
2765
EMC Capital Management
Texas
– -$39K -100 Closed
BFP
2766
Briaud Financial Planning
Texas
– -$34K -90 Closed
TIM
2767
Total Investment Management
Arizona
– -$34.8K -90 Closed
NC
2768
NewSquare Capital
Pennsylvania
– -$34.4K -89 Closed
1M
2769
1248 Management
Missouri
– -$33.3K -86 Closed
HFS
2770
Horizon Financial Services
North Carolina
– -$31.7K -82 Closed
NIM
2771
Nexus Investment Management
Ontario, Canada
– -$30.9K -80 Closed
BCMLT
2772
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$30.6K -79 Closed
EA
2773
Emerald Advisers
Pennsylvania
– -$30.6K -79 Closed
GC
2774
Garde Capital
Washington
– -$30.6K -79 Closed
RFG
2775
REAP Financial Group
Texas
– -$29K -75 Closed
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