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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2526
Sequent Planning
Nebraska
– -$502K -3,805 Closed
JJBC
2527
James J. Burns & Company
New York
– -$449K -3,401 Closed
WJA
2528
Willis Johnson & Associates
Texas
– -$430K -3,260 Closed
M1FG
2529
Mach-1 Financial Group
Arkansas
– -$426K -3,224 Closed
FSWA
2530
Financial Synergies Wealth Advisors
Texas
– -$403K -3,054 Closed
AMPWP
2531
Alvarez & Marsal Private Wealth Partners
Florida
– -$381K -2,883 Closed
BRWM
2532
Blue Rock Wealth Management
North Carolina
– -$376K -2,849 Closed
BOJHT
2533
Bank of Jackson Hole Trust
Wyoming
– -$367K -2,782 Closed
SC
2534
Schubert & Co
Texas
– -$361K -2,738 Closed
GCC
2535
Game Creek Capital
Massachusetts
– -$360K -2,725 Closed
SPWM
2536
Spartan Planning & Wealth Management
North Carolina
– -$358K -2,713 Closed
LFS
2537
Legacy Financial Strategies
Kansas
– -$339K -2,565 Closed
CCM
2538
Check Capital Management
California
– -$334K -2,534 Closed
APM
2539
a16z Perennial Management
California
– -$331K -2,505 Closed
MWA
2540
Martel Wealth Advisors
Washington
– -$330K -2,500 Closed
WSFG
2541
Wall Street Financial Group
Illinois
– -$327K -2,481 Closed
OWP
2542
Obermeyer Wealth Partners
Colorado
– -$324K -2,456 Closed
FCFC
2543
First Commonwealth Financial Corp
Pennsylvania
– -$317K -2,402 Closed
PFM
2544
Patton Fund Management
Texas
– -$317K -2,401 Closed
AA
2545
Aufman Associates
Pennsylvania
– -$317K -2,400 Closed
DWA
2546
Douglass Winthrop Advisors
New York
– -$314K -2,378 Closed
DAC
2547
Dividend Assets Capital
South Carolina
– -$308K -2,334 Closed
OIS
2548
OneAscent Investment Solutions
Alabama
– -$300K -2,269 Closed
PIWA
2549
Prevail Innovative Wealth Advisors
Kansas
– -$295K -2,232 Closed
RIA
2550
Rhodes Investment Advisors
Texas
– -$291K -2,207 Closed
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102
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