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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
2151
Vertex Planning Partners
Illinois
– -$260K -2,203 Closed
CFG
2152
Cooper Financial Group
California
– -$251K -2,127 Closed
RFN
2153
RDA Financial Network
Iowa
– -$248K -2,104 Closed
WA
2154
WESPAC Advisors
California
– -$247K -2,093 Closed
WFA
2155
WMG Financial Advisors
Tennessee
– -$244K -2,071 Closed
HC
2156
Hourglass Capital
Texas
– -$242K -2,050 Closed
NB
2157
Nicolet Bankshares
Wisconsin
– -$240K -2,034 Closed
GAM
2158
Gemmer Asset Management
California
– -$239K -2,024 Closed
BBW
2159
Blue Barn Wealth
Utah
– -$238K -2,018 Closed
GAA
2160
Global Assets Advisory
Florida
– -$236K -2,002 Closed
MW
2161
MBL Wealth
North Carolina
– -$234K -1,987 Closed
BFW
2162
Brady Family Wealth
Missouri
– -$232K -1,963 Closed
CCP
2163
Cassia Capital Partners
North Carolina
– -$231K -1,960 Closed
VC
2164
Vicus Capital
Pennsylvania
– -$230K -1,951 Closed
CHAM
2165
Clear Harbor Asset Management
Connecticut
– -$228K -1,934 Closed
AWAP
2166
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$226K -1,915 Closed
CA
2167
Cornerstone Advisory
Maryland
– -$225K -1,908 Closed
GB
2168
Goepper Burkhardt
South Carolina
– -$225K -1,906 Closed
PGWM
2169
Parisi Gray Wealth Management
New Jersey
– -$225K -1,905 Closed
RA
2170
RiverTree Advisors
Florida
– -$225K -1,903 Closed
AF
2171
Alerus Financial
North Dakota
– -$224K -1,902 Closed
NWM
2172
Northwest Wealth Management
Iowa
– -$224K -1,902 Closed
LFGO
2173
Legacy Financial Group (Oklahoma)
Oklahoma
– -$224K -1,901 Closed
TA
2174
TrueWealth Advisors
Alabama
– -$223K -1,894 Closed
OWA
2175
One Wealth Advisors
California
– -$223K -1,888 Closed
85 86
87
88 89