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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2526
Patton Fund Management
Texas
– -$317K -2,401 Closed
AA
2527
Aufman Associates
Pennsylvania
– -$317K -2,400 Closed
DWA
2528
Douglass Winthrop Advisors
New York
– -$314K -2,378 Closed
DAC
2529
Dividend Assets Capital
South Carolina
– -$308K -2,334 Closed
OIS
2530
OneAscent Investment Solutions
Alabama
– -$300K -2,269 Closed
PIWA
2531
Prevail Innovative Wealth Advisors
Kansas
– -$295K -2,232 Closed
RIA
2532
Rhodes Investment Advisors
Texas
– -$291K -2,207 Closed
LFGO
2533
Legacy Financial Group (Oklahoma)
Oklahoma
– -$287K -2,171 Closed
BIG
2534
Brookwood Investment Group
Arizona
– -$285K -2,162 Closed
PFM
2535
Phillips Financial Management
Indiana
– -$285K -2,158 Closed
SAM
2536
Seelaus Asset Management
New Jersey
– -$282K -2,139 Closed
AFGAS
2537
Allegiance Financial Group Advisory Services
Virginia
– -$282K -2,138 Closed
HFP
2538
Holistic Financial Partners
Indiana
– -$281K -2,126 Closed
BA
2539
Bellwether Advisors
Nebraska
– -$279K -2,117 Closed
PWS
2540
Peloton Wealth Strategists
Indiana
– -$271K -2,052 Closed
IWN
2541
Independent Wealth Network
Iowa
– -$266K -2,018 Closed
CFCI
2542
Comprehensive Financial Consultants Institutional
Indiana
– -$266K -2,017 Closed
BFG
2543
Birch Financial Group
New Hampshire
– -$263K -1,992 Closed
SFO
2544
Stokes Family Office
Louisiana
– -$261K -1,979 Closed
SHWM
2545
Smith & Howard Wealth Management
Georgia
– -$259K -1,963 Closed
MSR
2546
Main Street Research
Connecticut
– -$257K -1,950 Closed
EV
2547
EJMK Ventures
Illinois
– -$255K -1,933 Closed
FIC
2548
Family Investment Center
Missouri
– -$254K -1,922 Closed
PA
2549
PSI Advisors
Florida
– -$254K -1,921 Closed
EWA
2550
Emergent Wealth Advisors
New York
– -$253K -1,913 Closed
100 101
102
103 104