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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3076
Meredith Wealth Planning
Illinois
– -$297K -5,684 Closed
CCA
3077
Childress Capital Advisors
Texas
– -$297K -5,678 Closed
LWM
3078
LJI Wealth Management
Indiana
– -$296K -5,669 Closed
DWM
3079
Defined Wealth Management
Oregon
– -$289K -5,527 Closed
SPI
3080
Sutton Place Investors
New York
– -$286K -5,464 Closed
OIS
3081
Okabena Investment Services
Minnesota
– -$326K -5,250 Closed
ETIA
3082
Epic Trust Investment Advisors
Washington
– -$274K -5,236 Closed
GFL
3083
Granite FO LLC
New Hampshire
– -$246K -5,200 Closed
CCA
3084
Cottonwood Capital Advisors
Utah
– -$272K -5,197 Closed
AWP
3085
Abacus Wealth Partners
California
– -$230K -4,979 Closed
LI
3086
Lafayette Investments
Maryland
– -$244K -4,666 Closed
TAM
3087
Townsend Asset Management
North Carolina
– -$242K -4,622 Closed
SAM
3088
Sequent Asset Management
Texas
– -$237K -4,523 Closed
MCM
3089
Mill Capital Management
North Carolina
– -$235K -4,494 Closed
KWA
3090
KCS Wealth Advisory
California
– -$234K -4,467 Closed
CRWM
3091
Castle Rock Wealth Management
California
– -$207K -4,455 Closed
CFA
3092
Cahill Financial Advisors
Minnesota
– -$232K -4,437 Closed
HG
3093
Harbor Group
New Hampshire
– -$226K -4,323 Closed
PHAM
3094
Palisades Hudson Asset Management
Florida
– -$225K -4,306 Closed
DWP
3095
Destiny Wealth Partners
Florida
– -$225K -4,303 Closed
TCOK
3096
Trust Company of Kansas
Kansas
– -$221K -4,230 Closed
EFL
3097
ERn Financial LLC
Wisconsin
– -$218K -4,169 Closed
BWM
3098
Birchcreek Wealth Management
Ohio
– -$218K -4,167 Closed
WAM
3099
Walker Asset Management
Missouri
– -$217K -4,155 Closed
BWP
3100
Bernardo Wealth Planning
Pennsylvania
– -$217K -4,143 Closed
122 123
124
125 126