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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
3026
Facet Wealth Inc
Maryland
– -$219K -454 Closed
PGWM
3027
Parisi Gray Wealth Management
New Jersey
– -$235K -453 Closed
MM
3028
MQS Management
New York
– -$234K -451 Closed
IAG
3029
Investmark Advisory Group
Connecticut
– -$229K -442 Closed
IGGA
3030
Iron Gate Global Advisors
Utah
– -$227K -439 Closed
MIM
3031
Morningstar Investment Management
Illinois
– -$223K -438 Closed
GHA
3032
Granite Harbor Advisors
Texas
– -$226K -437 Closed
HWMC
3033
Heritage Wealth Management (California)
California
– -$226K -437 Closed
BAM
3034
Berkshire Asset Management
Pennsylvania
– -$242K -436 Closed
APWM
3035
Argonautica Private Wealth Management
Massachusetts
– -$225K -435 Closed
WA
3036
WESPAC Advisors
California
– -$225K -435 Closed
RIP
3037
RAM Investment Partners
Washington
– -$225K -434 Closed
BWA
3038
BlueChip Wealth Advisors
Georgia
– -$224K -433 Closed
BCMO
3039
Buckingham Capital Management (Ohio)
Ohio
– -$224K -432 Closed
MAM
3040
McLean Asset Management
Virginia
– -$219K -432 Closed
MWP
3041
Meridian Wealth Partners
Pennsylvania
– -$223K -431 Closed
BG
3042
Bahl & Gaynor
Ohio
– -$223K -430 Closed
NCTC
3043
New Covenant Trust Company
Indiana
– -$221K -429 Closed
TWP
3044
Tyche Wealth Partners
Texas
– -$221K -427 Closed
PFM
3045
Phillips Financial Management
Indiana
– -$221K -426 Closed
RCM
3046
Radnor Capital Management
Pennsylvania
– -$220K -425 Closed
CRI
3047
Colonial River Investments
Virginia
– -$220K -424 Closed
SC
3048
Searle & Co
Connecticut
– -$220K -424 Closed
6F
3049
626 Financial
Michigan
– -$219K -423 Closed
UWPG
3050
Ullmann Wealth Partners Group
Florida
– -$219K -423 Closed
120 121
122
123 124