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Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
5601
GEN Financial Management
Minnesota
– -$256K -1,165 Closed
SF
5602
SWP Financial
California
– -$255K -1,162 Closed
NIA
5603
NIA Impact Advisors
California
– -$252K -1,149 Closed
EFP
5604
EnRich Financial Partners
Wisconsin
– -$249K -1,134 Closed
SP
5605
SIH Partners
Delaware
– -$244K -1,114 Closed
IWC
5606
Infinity Wealth Counsel
Ohio
– -$244K -1,110 Closed
SHJ
5607
Sharkey, Howes & Javer
Colorado
– -$240K -1,093 Closed
WF
5608
Williams Financial
Vermont
– -$234K -1,068 Closed
CC
5609
Climber Capital
Switzerland
– -$233K -1,064 Closed
MLRA
5610
Main Line Retirement Advisors
Montana
– -$230K -1,049 Closed
BF
5611
Bonfire Financial
Colorado
– -$230K -1,047 Closed
SRSA
5612
S.R. Schill & Associates
Washington
– -$230K -1,047 Closed
IAG
5613
Ipsen Advisor Group
Arkansas
– -$229K -1,042 Closed
TB
5614
Terril Brothers
Missouri
– -$225K -1,025 Closed
ECA
5615
Elevation Capital Advisory
Oregon
– -$224K -1,020 Closed
TAM
5616
Tealwood Asset Management
Minnesota
– -$224K -1,020 Closed
PS
5617
Planned Solutions
California
– -$223K -1,015 Closed
MCM
5618
MontVue Capital Management
Virginia
– -$221K -1,007 Closed
FWM
5619
FLP Wealth Management
Arkansas
– -$221K -1,006 Closed
GCM
5620
Glaxis Capital Management
Florida
– -$219K -1,000 Closed
MA
5621
Menlo Advisors
California
– -$219K -1,000 Closed
PTCG
5622
Pring Turner Capital Group
California
– -$219K -1,000 Closed
CCM
5623
Collar Capital Management
Wisconsin
– -$218K -995 Closed
AAG
5624
Avalon Advisory Group
Pennsylvania
– -$217K -991 Closed
HHWM
5625
Hiley Hunt Wealth Management
Nebraska
– -$215K -980 Closed
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225
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