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Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
3576
Johnson & White Wealth Management
Pennsylvania
– -$935K -5,928 Closed
BWM
3577
BCS Wealth Management
Tennessee
– -$844K -5,350 Closed
CWM
3578
Campbell Wealth Management
Virginia
– -$793K -5,027 Closed
SG
3579
Sienna Gestion
France
– -$739K -4,683 Closed
OFS
3580
OneAscent Financial Services
Alabama
– -$736K -4,669 Closed
CM
3581
Cercano Management
Washington
– -$695K -4,407 Closed
HFRG
3582
Houlihan Financial Resource Group
Virginia
– -$671K -4,256 Closed
NERM
3583
New England Research & Management
Illinois
– -$658K -4,169 Closed
ACM
3584
Arosa Capital Management
Florida
– -$631K -4,000 Closed
SFSG
3585
Sound Financial Strategies Group
Mississippi
– -$627K -3,976 Closed
AGA
3586
Accuvest Global Advisors
Utah
– -$623K -3,951 Closed
NJBEST
3587
New Jersey Better Educational Savings Trust
New Jersey
– -$609K -3,861 Closed
DWM
3588
Dechtman Wealth Management
Colorado
– -$587K -3,720 Closed
BBP
3589
Banco BTG Pactual
Brazil
– -$564K -3,574 Closed
WA
3590
Wealthstar Advisors
Texas
– -$548K -3,475 Closed
SAW
3591
Signal Advisors Wealth
Michigan
– -$536K -3,400 Closed
OAM
3592
Oxford Asset Management
United Kingdom
– -$495K -3,135 Closed
WWS
3593
Wellington Wealth Strategies
Indiana
– -$483K -3,060 Closed
BC
3594
Bridgefront Capital
Texas
– -$455K -2,882 Closed
Q
3595
QVR
California
– -$451K -2,857 Closed
PTC
3596
Petrus Trust Company
Texas
– -$437K -2,769 Closed
SCA
3597
Stillwater Capital Advisors
Pennsylvania
– -$433K -2,748 Closed
CWM
3598
Circle Wealth Management
New Jersey
– -$408K -2,585 Closed
OQS
3599
Occudo Quantitative Strategies
Florida
– -$400K -2,533 Closed
CSIA
3600
Charles Schwab Investment Advisory
California
– -$394K -2,499 Closed
142 143
144
145 146