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Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
2926
Security National Bank
Nebraska
– -$345K -6,179 Closed
SPWM
2927
Spartan Planning & Wealth Management
North Carolina
– -$286K -5,968 -100%
SHFA
2928
SC&H Financial Advisors
Maryland
– -$330K -5,922 Closed
SSW
2929
Smith Shellnut Wilson
Mississippi
– -$328K -5,890 Closed
WCM
2930
Washburn Capital Management
Florida
– -$319K -5,716 Closed
PCM
2931
Prelude Capital Management
New York
– -$315K -5,643 Closed
HCM
2932
Howard Capital Management
Georgia
– -$313K -5,616 Closed
IIA
2933
IPG Investment Advisors
California
– -$311K -5,586 Closed
DWM
2934
Defined Wealth Management
Oregon
– -$308K -5,527 Closed
BFA
2935
Brendel Financial Advisors
New Hampshire
– -$307K -5,507 Closed
EWP
2936
Engrave Wealth Partners
Texas
– -$304K -5,456 Closed
SFMG
2937
Sage Financial Management Group
Virginia
– -$297K -5,332 Closed
AWM
2938
Aprio Wealth Management
Georgia
– -$297K -5,322 Closed
SMF
2939
Sterling Manor Financial
New York
– -$295K -5,283 Closed
AFA
2940
American Financial Advisors
Georgia
– -$291K -5,213 Closed
SW
2941
SlateStone Wealth
Florida
– -$289K -5,184 Closed
RCG
2942
Regatta Capital Group
California
– -$285K -5,115 Closed
BEW
2943
Burton Enright Welch
California
– -$282K -5,061 Closed
TIA
2944
Tandem Investment Advisors
South Carolina
– -$281K -5,044 Closed
FWM
2945
FFT Wealth Management
Pennsylvania
– -$279K -5,000 Closed
MAG
2946
MRA Advisory Group
New Jersey
– -$277K -4,962 Closed
PFWA
2947
Paces Ferry Wealth Advisors
Georgia
– -$276K -4,954 Closed
TGAM
2948
TBH Global Asset Management
Tennessee
– -$276K -4,944 Closed
WWP
2949
Waypoint Wealth Partners
California
– -$276K -4,942 Closed
TAM
2950
Taurus Asset Management
New York
– -$274K -4,908 Closed
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118
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