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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3226
49 Wealth Management
Texas
– -$265K -5,243 Closed
MIG
3227
McGuire Investment Group
Rhode Island
– -$259K -5,134 Closed
PHWM
3228
Pine Harbor Wealth Management
Maryland
– -$258K -5,115 Closed
GWM
3229
Grand Wealth Management
Michigan
– -$258K -5,103 Closed
MIM
3230
Meridiem Investment Management
United Kingdom
– -$253K -5,017 Closed
BFA
3231
Buttonwood Financial Advisors
Maryland
– -$252K -4,984 Closed
WWMSC
3232
Wagner Wealth Management (South Carolina)
South Carolina
– -$252K -4,982 Closed
WA
3233
WESPAC Advisors
California
– -$250K -4,945 Closed
BWCS
3234
Beirne Wealth Consulting Services
Connecticut
– -$249K -4,934 Closed
C
3235
CEDRUS
Colorado
– -$247K -4,889 Closed
TA
3236
TKG Advisors
Indiana
– -$246K -4,872 Closed
TI
3237
Truepoint Inc
Ohio
– -$243K -4,810 Closed
RPCA
3238
Running Point Capital Advisors
California
– -$243K -4,805 Closed
CNB
3239
Camden National Bank
Maine
– -$241K -4,777 Closed
PF
3240
Prosperitas Financial
California
– -$239K -4,735 Closed
AFAS
3241
Acorn Financial Advisory Services
Virginia
– -$239K -4,725 Closed
CAM
3242
Clark Asset Management
New Hampshire
– -$238K -4,713 Closed
AMIM
3243
Aull & Monroe Investment Management
Alabama
– -$238K -4,711 Closed
KA
3244
Kure Advisory
Minnesota
– -$236K -4,672 Closed
RWMH
3245
Riverpoint Wealth Management Holdings
Illinois
– -$234K -4,635 Closed
CWM
3246
Chronos Wealth Management
Florida
– -$232K -4,600 Closed
ZF
3247
Zega Financial
Florida
– -$222K -4,389 Closed
KW
3248
KWB Wealth
California
– -$221K -4,378 Closed
BONST
3249
Bank of Nova Scotia Trust
Ontario, Canada
– -$221K -4,374 Closed
CFA
3250
Capstone Financial Advisors
Illinois
– -$219K -4,341 Closed
128 129
130
131 132