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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1601
EntryPoint Capital
New York
– -$286K -424 Closed
AWP
1602
Abacus Wealth Partners
California
– -$283K -420 Closed
OL
1603
Owen LaRue
Kentucky
– -$280K -415 Closed
SWM
1604
Salvus Wealth Management
New Jersey
– -$277K -411 Closed
CA
1605
Capital Advantage
California
– -$276K -410 Closed
FFA
1606
Founders Financial Alliance
North Carolina
– -$276K -410 Closed
DF
1607
Donoghue Forlines
Massachusetts
– -$276K -409 Closed
TWM
1608
Thrive Wealth Management
Pennsylvania
– -$275K -408 Closed
TCWM
1609
Total Clarity Wealth Management
Illinois
– -$275K -408 Closed
RPWA
1610
Regent Peak Wealth Advisors
Georgia
– -$273K -405 Closed
BOPW
1611
Brandywine Oak Private Wealth
Pennsylvania
– -$271K -403 Closed
TWP
1612
Triad Wealth Partners
Kansas
– -$271K -402 Closed
CSI
1613
Clark & Stuart Inc
Maine
– -$270K -401 Closed
KWM
1614
Kassira Wealth Management
Tennessee
– -$270K -400 Closed
NSG
1615
Nalls Sherbakoff Group
Tennessee
– -$270K -400 Closed
KFSC
1616
Keystone Financial Services (Colorado)
Colorado
– -$266K -395 Closed
IWN
1617
Independent Wealth Network
Iowa
– -$264K -392 Closed
IWP
1618
Insight Wealth Partners
Texas
– -$264K -392 Closed
TWA
1619
Tulsa Wealth Advisors
Oklahoma
– -$264K -392 Closed
SHFP
1620
Second Half Financial Partners
Florida
– -$261K -388 Closed
MA
1621
MJP Associates
Connecticut
– -$261K -387 Closed
JRPIM
1622
Journey Retirement Planning & Investment Management
Idaho
– -$259K -384 Closed
WRPWM
1623
Werba Rubin Papier Wealth Management
California
– -$257K -382 Closed
BBP
1624
Banco BTG Pactual
Brazil
– -$252K -374 Closed
LAS
1625
LWM Advisory Services
Florida
– -$251K -372 Closed
63 64
65
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