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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWM
2651
Financial Network Wealth Management
Utah
– -$215K -994 Closed
AWM
2652
Arista Wealth Management
Nevada
– -$215K -992 Closed
PSF
2653
Pacific Sun Financial
California
– -$215K -991 Closed
FPH
2654
Financial Planning Hawaii
Hawaii
– -$215K -989 Closed
CWS
2655
Confluence Wealth Services
Pennsylvania
– -$214K -987 Closed
AWA
2656
Adapt Wealth Advisors
Georgia
– -$214K -985 Closed
VPW
2657
Vericrest Private Wealth
Pennsylvania
– -$213K -982 Closed
HCM
2658
Howland Capital Management
Massachusetts
– -$213K -981 Closed
TWM
2659
Thrive Wealth Management
Pennsylvania
– -$213K -980 Closed
TCTWM
2660
Three Cord True Wealth Management
Pennsylvania
– -$211K -972 Closed
BWS
2661
Broadway Wealth Solutions
Texas
– -$210K -969 Closed
CFAM
2662
Center For Asset Management
Florida
– -$210K -969 Closed
CCM
2663
Canal Capital Management
Virginia
– -$209K -961 Closed
CIA
2664
Compass Ion Advisors
Pennsylvania
– -$207K -954 Closed
SFWC
2665
Strategic Family Wealth Counselors
New Jersey
– -$237K -954 Closed
TWM
2666
Thryve Wealth Management
Texas
– -$206K -951 Closed
KFC
2667
Klingenstein Fields & Co
New York
– -$206K -950 Closed
NQWM
2668
Northwest Quadrant Wealth Management
Oregon
– -$206K -950 Closed
TF
2669
Talbot Financial
Washington
– -$206K -950 Closed
DM
2670
Diversified Management
Wisconsin
– -$205K -946 Closed
LSWP
2671
Liberty Square Wealth Partners
Pennsylvania
– -$205K -945 Closed
VC
2672
Vicus Capital
Pennsylvania
– -$205K -945 Closed
CIS
2673
Custom Index Systems
New York
– -$204K -941 Closed
EPA
2674
Element Pointe Advisors
Florida
– -$204K -941 Closed
IWA
2675
IVC Wealth Advisors
Pennsylvania
– -$204K -941 Closed
105 106
107
108 109