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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2501
Key Client Fiduciary Advisors
New Jersey
– -$208K -179 Closed
SWA
2502
Strata Wealth Advisors
Texas
– -$209K -179 Closed
ACGA
2503
Atlanta Consulting Group Advisors
Georgia
– -$208K -178 Closed
ML
2504
Mayport LLC
Massachusetts
– -$208K -178 Closed
TFA
2505
Teamwork Financial Advisors
Texas
– -$208K -178 Closed
FCG
2506
Fielder Capital Group
Tennessee
– -$207K -177 Closed
LWP
2507
LeClair Wealth Partners
Ohio
– -$206K -177 Closed
LIA
2508
LifePlan Investment Advisors
North Carolina
– -$206K -177 Closed
RCG
2509
Regatta Capital Group
California
– -$206K -177 Closed
TNB
2510
Thomasville National Bank
Georgia
– -$206K -177 Closed
MPM
2511
Meritage Portfolio Management
Kansas
– -$205K -176 Closed
BSSFA
2512
Baron Silver Stevens Financial Advisors
Florida
– -$205K -175 Closed
CWA
2513
Cura Wealth Advisors
Illinois
– -$204K -175 Closed
EL
2514
EWA LLC
Pennsylvania
– -$203K -174 Closed
LBC
2515
Leigh Baldwin & Co
New York
– -$204K -174 Closed
BHIA
2516
Birch Hill Investment Advisors
Massachusetts
– -$202K -173 Closed
BSTWA
2517
Blake Schutter Theil Wealth Advisors
Ohio
– -$202K -173 Closed
CCP
2518
Carmel Capital Partners
California
– -$202K -173 Closed
FSWA
2519
Financial Synergies Wealth Advisors
Texas
– -$202K -173 Closed
MWC
2520
MBM Wealth Consultants
Missouri
– -$202K -173 Closed
PFM
2521
Phillips Financial Management
Indiana
– -$202K -173 Closed
AGA
2522
Accuvest Global Advisors
Utah
– -$201K -172 Closed
HWA
2523
Heartwood Wealth Advisors
Virginia
– -$185K -159 Closed
SIC
2524
Salem Investment Counselors
North Carolina
– -$147K -126 Closed
JWM
2525
JPL Wealth Management
Colorado
– -$106K -90 Closed
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101
102