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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
CCG Wealth Management
California
– -$285K -2,361 Closed
LF
2552
LifeSteps Financial
California
– -$284K -2,360 Closed
ICM
2553
IMS Capital Management
Oregon
– -$284K -2,353 Closed
OEP
2554
Ocean Endowment Partners
Illinois
– -$283K -2,350 Closed
BFG
2555
Barber Financial Group
Kansas
– -$283K -2,345 Closed
FPGK
2556
Financial Partners Group (Kansas)
Kansas
– -$260K -2,340 Closed
SCA
2557
SMH Capital Advisors
Texas
– -$282K -2,338 Closed
AAIM
2558
Asset Advisors Investment Management
Georgia
– -$271K -2,334 Closed
BCMO
2559
Buckingham Capital Management (Ohio)
Ohio
– -$281K -2,331 Closed
MAP
2560
Managed Asset Portfolios
Michigan
– -$279K -2,313 Closed
SHJ
2561
Sharkey, Howes & Javer
Colorado
– -$279K -2,312 Closed
GCA
2562
Gradient Capital Advisors
California
– -$279K -2,311 Closed
BIA
2563
Barry Investment Advisors
Massachusetts
– -$269K -2,306 Closed
FC
2564
Financial Consulate
Maryland
– -$274K -2,275 Closed
TC
2565
TAP Consulting
Missouri
– -$274K -2,270 Closed
MWM
2566
Minot Wealth Management
Massachusetts
– -$254K -2,252 Closed
VFPI
2567
Vantage Financial Partners (Illinois)
Illinois
– -$271K -2,250 Closed
SWP
2568
Summit Wealth Partners
Florida
– -$269K -2,236 Closed
HWM
2569
Howard Wealth Management
Connecticut
– -$269K -2,233 Closed
TC
2570
Trilogy Capital
California
– -$263K -2,212 Closed
FA
2571
Faithward Advisors
Pennsylvania
– -$263K -2,185 Closed
MECA
2572
Miller Equity Capital Advisors
Texas
– -$263K -2,185 Closed
SCM
2573
Smith Capital Management
Arkansas
– -$262K -2,172 Closed
OFS
2574
OneAscent Financial Services
Alabama
– -$261K -2,169 Closed
AAM
2575
American Asset Management
Florida
– -$261K -2,167 Closed
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103
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