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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
3126
Guardian Partners
Canada
– -$230K -705 Closed
GSWM
3127
Greenup Street Wealth Management
Michigan
– -$235K -703 Closed
GIP
3128
Greatmark Investment Partners
Georgia
– -$234K -700 Closed
UWPG
3129
Ullmann Wealth Partners Group
Florida
– -$234K -699 Closed
AWM
3130
Alterna Wealth Management
Texas
– -$233K -697 Closed
BBW
3131
Blue Barn Wealth
Utah
– -$233K -696 Closed
SC
3132
Stance Capital
Massachusetts
– -$232K -695 Closed
VP
3133
Verum Partners
North Carolina
– -$232K -695 Closed
JBA
3134
Johnson Bixby & Associates
Washington
– -$232K -694 Closed
RWM
3135
RKL Wealth Management
Pennsylvania
– -$232K -693 Closed
CCM
3136
Chiron Capital Management
Florida
– -$231K -690 Closed
RIM
3137
Rockbridge Investment Management
New York
– -$231K -690 Closed
CMS
3138
Capital Market Strategies
Florida
– -$230K -687 Closed
EPA
3139
Element Pointe Advisors
Florida
– -$230K -687 Closed
TFF
3140
The Family Firm
Maryland
– -$230K -686 Closed
TFG
3141
Taylor Financial Group
Virginia
– -$229K -685 Closed
VIA
3142
Victrix Investment Advisors
Florida
– -$228K -683 Closed
ABC
3143
Associated Banc-Corp
Wisconsin
– -$228K -681 Closed
WJA
3144
Willis Johnson & Associates
Texas
– -$227K -678 Closed
KFA
3145
Kelleher Financial Advisors
New York
– -$226K -677 Closed
MSRI
3146
Michael S. Ryan Inc
New York
– -$226K -677 Closed
BFO
3147
Biltmore Family Office
North Carolina
– -$226K -674 Closed
HAC
3148
Harbor Advisory Corp
New Hampshire
– -$224K -671 Closed
WA
3149
Wealthstream Advisors
New York
– -$224K -670 Closed
CPRC
3150
Consolidated Portfolio Review Corp
New York
– -$223K -668 Closed
124 125
126
127 128