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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2376
Lion Street Advisors
Texas
– -$217K -1,900 Closed
SHWM
2377
Smith & Howard Wealth Management
Georgia
– -$217K -1,898 Closed
JCFM
2378
JBR Co Financial Management
Oklahoma
– -$214K -1,869 Closed
FIC
2379
Family Investment Center
Missouri
– -$214K -1,868 Closed
HIM
2380
Hanlon Investment Management
New Jersey
– -$214K -1,867 Closed
SAM
2381
Summit Asset Management
Tennessee
– -$213K -1,862 Closed
HSWM
2382
Hubbell Strickland Wealth Management
Louisiana
– -$212K -1,853 Closed
BFW
2383
Brady Family Wealth
Missouri
– -$212K -1,850 Closed
FWTB
2384
First Western Trust Bank
Colorado
– -$211K -1,847 Closed
NWM
2385
Northwest Wealth Management
Iowa
– -$210K -1,832 Closed
TWG
2386
The Wealth Group
Minnesota
– -$209K -1,825 Closed
LGG
2387
Luts & Greenleigh Group
Maryland
– -$208K -1,815 Closed
LWA
2388
Lineweaver Wealth Advisors
Ohio
– -$207K -1,812 Closed
GB
2389
Goepper Burkhardt
South Carolina
– -$207K -1,806 Closed
DP
2390
Dearborn Partners
Illinois
– -$207K -1,805 Closed
FWM
2391
Focused Wealth Management
New York
– -$206K -1,799 Closed
EWM
2392
Endowment Wealth Management
Wisconsin
– -$205K -1,796 Closed
MCM
2393
Monument Capital Management
Virginia
– -$205K -1,796 Closed
HKAM
2394
Horizon Kinetics Asset Management
New York
– -$205K -1,788 Closed
CPA
2395
Court Place Advisors
Maryland
– -$204K -1,783 Closed
CGH
2396
CMG Global Holdings
Texas
– -$204K -1,780 Closed
SF
2397
Symphony Financial
Texas
– -$203K -1,780 Closed
MFP
2398
Meridian Financial Partners
Virginia
– -$207K -1,775 Closed
FCA
2399
FLC Capital Advisors
California
– -$203K -1,771 Closed
DWG
2400
Darden Wealth Group
Michigan
– -$202K -1,770 Closed
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96
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