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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1801
Executive Wealth Management
Michigan
– -$384K -1,696 Closed
BDFN
1802
Bond & Devick Financial Network
Minnesota
– -$383K -1,690 Closed
DIP
1803
DT Investment Partners
Pennsylvania
– -$382K -1,686 Closed
WA
1804
Wealth Architects
California
– -$382K -1,686 Closed
G
1805
Gainplan
Michigan
– -$368K -1,685 Closed
FTUS
1806
Flow Traders U.S.
New York
– -$380K -1,677 Closed
VBCG
1807
Valley Brook Capital Group
Pennsylvania
– -$379K -1,672 Closed
BAM
1808
Berkshire Asset Management
Pennsylvania
– -$373K -1,645 Closed
CC
1809
Claybrook Capital
Massachusetts
– -$370K -1,633 Closed
SFG
1810
SevenBridge Financial Group
Pennsylvania
– -$370K -1,633 Closed
SCM
1811
Southport Capital Management
Tennessee
– -$367K -1,620 Closed
BAM
1812
Bruderman Asset Management
New York
– -$355K -1,565 Closed
LFA
1813
Legacy Financial Advisors
Kentucky
– -$355K -1,564 Closed
DC
1814
DeDora Capital
California
– -$353K -1,555 Closed
MIP
1815
Marietta Investment Partners
Wisconsin
– -$352K -1,554 Closed
RSWM
1816
Robertson Stephens Wealth Management
California
– -$352K -1,553 Closed
HI
1817
Hoey Investments
Pennsylvania
– -$351K -1,547 Closed
BEAM
1818
Baker Ellis Asset Management
Washington
– -$346K -1,525 Closed
APP
1819
Avantax Planning Partners
Iowa
– -$344K -1,516 Closed
EL
1820
EMFO LLC
Florida
– -$340K -1,500 Closed
RWB
1821
RMR Wealth Builders
New Jersey
– -$338K -1,491 Closed
DWM
1822
Dorchester Wealth Management
Quebec, Canada
– -$332K -1,465 Closed
CAI
1823
Capital Advisors Inc
Oklahoma
– -$328K -1,445 Closed
CW
1824
CreativeOne Wealth
Kansas
– -$326K -1,439 Closed
LW
1825
Linscomb Wealth
Texas
– -$325K -1,434 Closed
71 72
73
74 75