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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3551
Snider Financial Group
Washington
– -$209K -3,015 Closed
GA
3552
Goldstein Advisors
Wisconsin
– -$209K -3,013 Closed
TCWM
3553
Total Clarity Wealth Management
Illinois
– -$208K -2,993 Closed
FDDB
3554
Fidelity D&D Bancorp
Pennsylvania
– -$203K -2,926 Closed
ORG
3555
Optimist Retirement Group
Washington
– -$202K -2,917 Closed
CM
3556
Cercano Management
Washington
– -$202K -2,916 Closed
BMM
3557
Berkshire Money Management
Massachusetts
– -$200K -2,889 Closed
ICM
3558
Intrepid Capital Management
Florida
– -$200K -2,889 Closed
FFG
3559
Fortress Financial Group
Minnesota
– -$200K -2,888 Closed
GC
3560
Garde Capital
Washington
– -$194K -2,789 Closed
SO
3561
Sierra Ocean
California
– -$175K -2,519 Closed
BFP
3562
Briaud Financial Planning
Texas
– -$168K -2,429 Closed
FC
3563
Family CFO
California
– -$168K -2,421 Closed
WTFG
3564
Wood Tarver Financial Group
Idaho
– -$154K -2,223 Closed
PFG
3565
Putney Financial Group
California
– -$115K -1,659 Closed
BA
3566
Bellwether Advisors
Nebraska
– -$94.1K -1,357 Closed
MWM
3567
MorganRosel Wealth Management
Colorado
– -$76.9K -1,108 Closed
KWM
3568
Kiker Wealth Management
Georgia
– -$65K -938 Closed
WC
3569
Wexford Capital
Florida
– -$63.6K -917 Closed
IMC
3570
Investment Management Corporation
Virginia
– -$48.1K -693 Closed
ACM
3571
Accent Capital Management
Ohio
– -$40.9K -589 Closed
EWA
3572
EQ Wealth Advisors
Texas
– -$27.5K -396 Closed
WCM
3573
WealthTrak Capital Management
Virginia
– -$20.5K -295 Closed
CWM
3574
CarsonAllaria Wealth Management
Illinois
– -$17K -245 Closed
CW
3575
Cooksen Wealth
Texas
– -$13.9K -200 Closed
140 141 142
143
144