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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1076
L2 Asset Management
Massachusetts
– -$266K -108 Closed
LC
1077
Legacy CG
Texas
– -$259K -105 Closed
OFS
1078
OneAscent Financial Services
Alabama
– -$252K -102 Closed
SAM
1079
Secure Asset Management
Michigan
– -$247K -100 Closed
OWM
1080
OneAscent Wealth Management
Alabama
– -$239K -97 Closed
VWM
1081
Vigilare Wealth Management
Arizona
– -$239K -97 Closed
SAM
1082
SignalPoint Asset Management
Missouri
– -$229K -93 Closed
AWM
1083
Aprio Wealth Management
Georgia
– -$224K -91 Closed
LPAM
1084
Lodestar Private Asset Management
California
– -$222K -90 Closed
CPC
1085
Consolidated Planning Corp
Georgia
– -$210K -85 Closed
SSWM
1086
Smith Salley Wealth Management
North Carolina
– -$210K -85 Closed
CAM
1087
Cypress Asset Management
Texas
– -$202K -82 Closed
GIA
1088
Gateway Investment Advisers
Ohio
– -$202K -82 Closed
TWA
1089
Tandem Wealth Advisors
Arizona
– -$168K -68 Closed
MCC
1090
Money Concepts Capital
Florida
– -$113K -46 Closed
EMFAT
1091
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$111K -45 Closed
AS
1092
Altshuler Shaham
Israel
– -$104K -42 Closed
PWS
1093
Paragon Wealth Strategies
Florida
– -$91.2K -37 Closed
MWM
1094
MinichMacGregor Wealth Management
New York
– -$66.6K -27 Closed
USCWA
1095
U.S. Capital Wealth Advisors
Texas
– -$39.5K -16 Closed
WR
1096
WD Rutherford
Oregon
– -$39.5K -16 Closed
HGERS
1097
Householder Group Estate & Retirement Specialist
Arizona
– -$24K -10 Closed
AWM
1098
Accurate Wealth Management
Florida
– -$21.9K -9 Closed
JFGIW
1099
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$22.2K -9 Closed
MPCL
1100
My Personal CFO LLC
Washington
– -$14.8K -6 Closed
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