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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
901
Hutchens & Kramer Investment Management Group
Indiana
– -$662K -3,041 Closed
BWM
902
Buckley Wealth Management
Nevada
– -$685K -3,028 Closed
DTL
903
Dynamic Technology Lab
Singapore
– -$682K -3,013 Closed
OFS
904
OneAscent Financial Services
Alabama
– -$596K -2,634 Closed
QPW
905
Quantum Private Wealth
Florida
– -$581K -2,566 Closed
DA
906
Drake & Associates
Wisconsin
– -$580K -2,563 Closed
FFO
907
Fiduciary Family Office
Florida
– -$577K -2,548 Closed
QCM
908
Qsemble Capital Management
New York
– -$561K -2,480 Closed
OWM
909
OneAscent Wealth Management
Alabama
– -$540K -2,387 Closed
FTDI
910
First Trust Direct Indexing
Massachusetts
– -$521K -2,301 Closed
SB
911
Strategic Blueprint
Georgia
– -$475K -2,099 Closed
AMCA
912
Arthur M. Cohen & Associates
Illinois
– -$398K -1,828 Closed
AC
913
AXQ Capital
New Jersey
– -$410K -1,810 Closed
LP
914
LMR Partners
United Kingdom
– -$381K -1,684 Closed
ACA
915
Aptus Capital Advisors
Alabama
– -$379K -1,675 Closed
1WA
916
180 Wealth Advisors
Washington
– -$367K -1,623 Closed
PI
917
PineBridge Investments
New York
– -$348K -1,539 Closed
PAM
918
Paradigm Asset Management
New York
– -$339K -1,500 Closed
CCA
919
Covey Capital Advisors
Georgia
– -$333K -1,471 Closed
IFU
920
iSAM Funds (UK)
United Kingdom
– -$327K -1,444 Closed
FEM
921
Fulcrum Equity Management
Texas
– -$326K -1,442 Closed
MWM
922
Meridian Wealth Management
Kentucky
– -$306K -1,353 Closed
MPM
923
MBB Public Markets
Illinois
– -$306K -1,350 Closed
PWPS
924
Pinnacle Wealth Planning Services
Ohio
– -$292K -1,292 Closed
TPW
925
Transatlantique Private Wealth
New York
– -$277K -1,223 Closed
35 36
37
38 39