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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3126
Altman Advisors
Illinois
– -$334K -6,680 Closed
AC
3127
ASB Consultores
Florida
– -$325K -6,520 Closed
LSA
3128
Lansing Street Advisors
Pennsylvania
– -$325K -6,520 Closed
SRWM
3129
Shira Ridge Wealth Management
California
– -$325K -6,519 Closed
SFS
3130
Security Financial Services
Indiana
– -$320K -6,404 Closed
LB
3131
Legacy Bridge
Iowa
– -$312K -6,250 Closed
CWM
3132
Chemistry Wealth Management
New York
– -$308K -6,175 Closed
DWA
3133
Delap Wealth Advisory
Oregon
– -$306K -6,132 Closed
SCM
3134
Stevens Capital Management
Pennsylvania
– -$300K -6,002 Closed
MLA
3135
My Legacy Advisors
Oregon
– -$299K -5,988 Closed
IDBONY
3136
Israel Discount Bank of New York
New York
– -$290K -5,810 Closed
NFP
3137
Narus Financial Partners
Utah
– -$289K -5,791 Closed
SPA
3138
Sherbrooke Park Advisers
New York
– -$282K -5,658 Closed
ITB
3139
Idaho Trust Bank
Idaho
– -$279K -5,585 Closed
AFP
3140
Alpha Financial Partners
Kentucky
– -$278K -5,580 Closed
OCG
3141
Opus Capital Group
Ohio
– -$277K -5,555 Closed
MAA
3142
Mraz Amerine & Associates
California
– -$276K -5,533 Closed
CSIA
3143
Charles Schwab Investment Advisory
California
– -$276K -5,524 Closed
MA
3144
Mezzasalma Advisors
New Jersey
– -$275K -5,512 Closed
CWG
3145
Crown Wealth Group
North Carolina
– -$274K -5,497 Closed
EB
3146
Emprise Bank
Kansas
– -$274K -5,496 Closed
CCM
3147
Crabel Capital Management
California
– -$269K -5,384 Closed
IIM
3148
Ipswich Investment Management
Massachusetts
– -$268K -5,373 Closed
LFG
3149
Lockerman Financial Group
California
– -$260K -5,209 Closed
WFA
3150
WMG Financial Advisors
Tennessee
– -$257K -5,157 Closed
124 125
126
127 128