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Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
3226
McGuire Investment Group
Rhode Island
– -$259K -5,134 Closed
PHWM
3227
Pine Harbor Wealth Management
Maryland
– -$258K -5,115 Closed
GWM
3228
Grand Wealth Management
Michigan
– -$258K -5,103 Closed
MIM
3229
Meridiem Investment Management
United Kingdom
– -$253K -5,017 Closed
BFA
3230
Buttonwood Financial Advisors
Maryland
– -$252K -4,984 Closed
WWMSC
3231
Wagner Wealth Management (South Carolina)
South Carolina
– -$252K -4,982 Closed
WA
3232
WESPAC Advisors
California
– -$250K -4,945 Closed
BWCS
3233
Beirne Wealth Consulting Services
Connecticut
– -$249K -4,934 Closed
C
3234
CEDRUS
Colorado
– -$247K -4,889 Closed
TA
3235
TKG Advisors
Indiana
– -$246K -4,872 Closed
TI
3236
Truepoint Inc
Ohio
– -$243K -4,810 Closed
RPCA
3237
Running Point Capital Advisors
California
– -$243K -4,805 Closed
CNB
3238
Camden National Bank
Maine
– -$241K -4,777 Closed
PF
3239
Prosperitas Financial
California
– -$239K -4,735 Closed
AFAS
3240
Acorn Financial Advisory Services
Virginia
– -$239K -4,725 Closed
CAM
3241
Clark Asset Management
New Hampshire
– -$238K -4,713 Closed
AMIM
3242
Aull & Monroe Investment Management
Alabama
– -$238K -4,711 Closed
KA
3243
Kure Advisory
Minnesota
– -$236K -4,672 Closed
RWMH
3244
Riverpoint Wealth Management Holdings
Illinois
– -$234K -4,635 Closed
CWM
3245
Chronos Wealth Management
Florida
– -$232K -4,600 Closed
ZF
3246
Zega Financial
Florida
– -$222K -4,389 Closed
KW
3247
KWB Wealth
California
– -$221K -4,378 Closed
BONST
3248
Bank of Nova Scotia Trust
Ontario, Canada
– -$221K -4,374 Closed
CFA
3249
Capstone Financial Advisors
Illinois
– -$219K -4,341 Closed
CS
3250
Capital Square
Tennessee
– -$219K -4,340 Closed
128 129
130
131 132