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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
2151
Adell Harriman & Carpenter
Texas
– -$292K -1,200 Closed
BG
2152
Bellevue Group
Switzerland
– -$292K -1,200 Closed
SAM
2153
Secure Asset Management
Michigan
– -$291K -1,197 Closed
FM
2154
Family Management
New York
– -$290K -1,195 Closed
IEFM
2155
IQ EQ Fund Management
Ireland
– -$289K -1,189 Closed
AAIM
2156
Asset Advisors Investment Management
Georgia
– -$284K -1,170 Closed
WP
2157
WealthPLAN Partners
Nebraska
– -$283K -1,164 Closed
FWP
2158
Falcon Wealth Planning
California
– -$283K -1,162 Closed
NJIM
2159
Nabity-Jensen Investment Management
Nebraska
– -$280K -1,152 Closed
NGA
2160
Naples Global Advisors
Florida
– -$276K -1,137 Closed
WP
2161
Westmount Partners
California
– -$276K -1,137 Closed
OWM
2162
OneAscent Wealth Management
Alabama
– -$275K -1,131 Closed
CCM
2163
Crabel Capital Management
California
– -$273K -1,125 Closed
ACM
2164
Aljian Capital Management
Nevada
– -$271K -1,115 Closed
CWM
2165
Connecticut Wealth Management
Connecticut
– -$267K -1,100 Closed
EWA
2166
Eagle Wealth Advisors
Connecticut
– -$265K -1,089 Closed
FNT
2167
First National Trust
Pennsylvania
– -$264K -1,087 Closed
FWI
2168
Facet Wealth Inc
Maryland
– -$261K -1,073 Closed
VDC
2169
Van Diest Capital
Iowa
– -$261K -1,073 Closed
KNW
2170
Kesler Norman & Wride
Utah
– -$259K -1,065 Closed
TP
2171
Tranquility Partners
Tennessee
– -$258K -1,062 Closed
AIP
2172
Avail Investment Partners
Pennsylvania
– -$257K -1,058 Closed
BC
2173
Burney Company
Virginia
– -$257K -1,057 Closed
AOWM
2174
Asset One Wealth Management
Washington
– -$261K -1,055 Closed
GI
2175
GLOBALT Investments
Georgia
– -$255K -1,047 Closed
85 86
87
88 89