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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
4276
Headland Capital
South Carolina
– -$236K -1,141 Closed
KA
4277
Kure Advisory
Minnesota
– -$236K -1,140 Closed
PCM
4278
Passive Capital Management
Maryland
– -$236K -1,139 Closed
HWA
4279
HighRoad Wealth Advisors
Oregon
– -$235K -1,135 Closed
PFM
4280
Peak Financial Management
Massachusetts
– -$235K -1,134 Closed
PFGWM
4281
Price Financial Group Wealth Management
Oregon
– -$208K -1,132 Closed
FA
4282
FSA Advisors
Michigan
– -$234K -1,129 Closed
GWM
4283
GoalFusion Wealth Management
Texas
– -$233K -1,125 Closed
FWP
4284
Forefront Wealth Partners
Texas
– -$232K -1,121 Closed
AL
4285
ADE LLC
Maryland
– -$232K -1,120 Closed
FPTW
4286
Franklin, Parlapiano, Turner & Welch
Texas
– -$209K -1,114 Closed
MCG
4287
McCollum Christoferson Group
New York
– -$230K -1,113 Closed
SC
4288
Scratch Capital
Idaho
– -$230K -1,113 Closed
KWA
4289
Kondo Wealth Advisors
California
– -$230K -1,112 Closed
SWM
4290
Stronghold Wealth Management
Florida
– -$230K -1,112 Closed
CMP
4291
Courage Miller Partners
Virginia
– -$230K -1,110 Closed
FFG
4292
Fortress Financial Group
Minnesota
– -$229K -1,107 Closed
CCA
4293
Cora Capital Advisors
New Jersey
– -$228K -1,104 Closed
CWA
4294
Crux Wealth Advisors
California
– -$228K -1,103 Closed
GIM
4295
Guild Investment Management
California
– -$228K -1,102 Closed
BE
4296
Bonness Enterprises
District of Columbia
– -$228K -1,100 Closed
PFC
4297
Phocas Financial Corp
California
– -$228K -1,100 Closed
APC
4298
Aspire Private Capital
North Carolina
– -$227K -1,096 Closed
PWA
4299
PCG Wealth Advisors
Kansas
– -$227K -1,096 Closed
GSF
4300
Grove Street Fiduciary
New Hampshire
– -$224K -1,085 Closed
170 171
172
173 174