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BP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1251
Everest Financial Group
Minnesota
– -$247K -5,257 Closed
IF
1252
Integrity Financial
Wyoming
– -$246K -5,239 Closed
BWFA
1253
Baltimore-Washington Financial Advisors
Maryland
– -$246K -5,235 Closed
IIM
1254
Illumine Investment Management
Washington
– -$246K -5,232 Closed
WMA
1255
West Michigan Advisors
Michigan
– -$246K -5,228 Closed
CCA
1256
Cottonwood Capital Advisors
Utah
– -$245K -5,220 Closed
WFS
1257
Weitzel Financial Services
Iowa
– -$247K -5,216 Closed
AP
1258
Anchyra Partners
Georgia
– -$245K -5,207 Closed
AWP
1259
Axis Wealth Partners
Rhode Island
– -$244K -5,184 Closed
SC
1260
Searle & Co
Connecticut
– -$244K -5,181 Closed
PVI
1261
Pine Valley Investments
New Jersey
– -$243K -5,179 Closed
CFG
1262
Citizens Financial Group
Rhode Island
– -$242K -5,149 Closed
FFB
1263
First Financial Bankshares
Texas
– -$241K -5,131 Closed
KA
1264
Kure Advisory
Minnesota
– -$241K -5,127 Closed
CGH
1265
CMG Global Holdings
Texas
– -$241K -5,120 Closed
1WM
1266
1900 Wealth Management
Texas
– -$239K -5,086 Closed
SAM
1267
Secure Asset Management
Michigan
– -$239K -5,085 Closed
SFWA
1268
Summit Financial Wealth Advisors
Louisiana
– -$238K -5,062 Closed
KJWM
1269
Kiley Juergens Wealth Management
Washington
– -$236K -5,017 Closed
LWMI
1270
Legacy Wealth Management (Idaho)
Idaho
– -$235K -5,006 Closed
NSAM
1271
North Star Asset Management
Wisconsin
– -$235K -5,001 Closed
ACM
1272
Appalachian Capital Management
Ohio
– -$235K -5,000 Closed
DAM
1273
Doheny Asset Management
California
– -$235K -5,000 Closed
TW
1274
Traveka Wealth
California
– -$234K -4,976 Closed
TCM
1275
TT Capital Management
California
– -$233K -4,966 Closed
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51
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