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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
3076
West Paces Advisors
Georgia
– -$219K -827 Closed
ESBC
3077
E.S. Barr & Co
Kentucky
– -$219K -825 Closed
PA
3078
PSI Advisors
Florida
– -$219K -825 Closed
AFO
3079
Allie Family Office
Florida
– -$218K -824 Closed
WKSWA
3080
White Knight Strategic Wealth Advisors
New Jersey
– -$217K -820 Closed
CV
3081
Counterweight Ventures
North Carolina
– -$217K -818 Closed
MFWP
3082
Mosaic Family Wealth Partners
Missouri
– -$216K -814 Closed
GPW
3083
Gentry Private Wealth
Kansas
– -$215K -813 Closed
PSF
3084
Pacific Sun Financial
California
– -$215K -812 Closed
WAM
3085
Weatherly Asset Management
California
– -$215K -812 Closed
PFM
3086
Phillips Financial Management
Indiana
– -$214K -806 Closed
SPWM
3087
Spartan Planning & Wealth Management
North Carolina
– -$213K -804 Closed
PCP
3088
Panoramic Capital Partners
Oregon
– -$212K -801 Closed
GIP
3089
Greatmark Investment Partners
Georgia
– -$212K -800 Closed
BPC
3090
Bearing Point Capital
Minnesota
– -$210K -794 Closed
WDG
3091
Wealth Dimensions Group
Ohio
– -$210K -794 Closed
WSWA
3092
Warren Street Wealth Advisors
California
– -$210K -793 Closed
BMM
3093
Berkshire Money Management
Massachusetts
– -$210K -791 Closed
MSA
3094
McAlister Sweet & Associates
Texas
– -$210K -791 Closed
TA
3095
Teramo Advisors
Florida
– -$208K -786 Closed
AWA
3096
Argo Wealth Advisory
Virginia
– -$208K -785 Closed
MSFS
3097
Main Street Financial Solutions
Pennsylvania
– -$208K -785 Closed
BFA
3098
Benedict Financial Advisors
Georgia
– -$206K -777 Closed
SI
3099
Saxon Interests
Texas
– -$206K -777 Closed
TA
3100
TruWealth Advisors
Louisiana
– -$206K -777 Closed