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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4251
ForthRight Wealth Management
Georgia
– -$309K -1,492 Closed
NC
4252
nVerses Capital
Florida
– -$300K -1,449 Closed
SIAM
4253
Sterling Investment Advisors (Missouri)
Missouri
– -$292K -1,410 Closed
TCMP
4254
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$286K -1,382 Closed
OFG
4255
OmniStar Financial Group
North Carolina
– -$286K -1,380 Closed
GFM
4256
GF Fund Management
China
– -$284K -1,374 Closed
SC
4257
Sierra Capital
Florida
– -$284K -1,371 Closed
KIC
4258
Kensington Investment Counsel
California
– -$283K -1,369 Closed
CCMG
4259
Connecticut Capital Management Group
Connecticut
– -$280K -1,353 Closed
PCM
4260
Prelude Capital Management
New York
– -$275K -1,328 Closed
BFAG
4261
Blackston Financial Advisory Group
Florida
– -$274K -1,326 Closed
AFA
4262
Allium Financial Advisors
Oregon
– -$273K -1,320 Closed
KWA
4263
Kellett Wealth Advisors
Ohio
– -$270K -1,305 Closed
CWGL
4264
Cedrus Wealth Group LLC
Minnesota
– -$270K -1,304 Closed
KPWG
4265
KFA Private Wealth Group
Virginia
– -$270K -1,303 Closed
SA
4266
Stewardship Advisors
Pennsylvania
– -$266K -1,285 Closed
DWMS
4267
Dominguez Wealth Management Solutions
Virginia
– -$264K -1,276 Closed
CFG
4268
Clayton Financial Group
Missouri
– -$264K -1,275 Closed
SSW
4269
Stone Summit Wealth
Florida
– -$263K -1,272 Closed
HIS
4270
Horizon Investment Services
Indiana
– -$258K -1,246 Closed
SPAS
4271
Spectrum Planning & Advisory Services
California
– -$256K -1,236 Closed
GMA
4272
Glassy Mountain Advisors
Maryland
– -$250K -1,206 Closed
RCP
4273
Roan Capital Partners
Tennessee
– -$249K -1,206 Closed
WFA
4274
WMG Financial Advisors
Tennessee
– -$248K -1,201 Closed
APA
4275
Astoria Portfolio Advisors
New York
– -$222K -1,199 Closed
169 170
171
172 173