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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2976
Buckley Wealth Management
Nevada
– -$274K -3,066 Closed
LWMG
2977
Levy Wealth Management Group
Pennsylvania
– -$268K -3,007 Closed
AFG
2978
ABLE Financial Group
Arizona
– -$267K -2,986 Closed
SPIO
2979
Seven Post Investment Office
California
– -$261K -2,924 Closed
AFP
2980
Alpha Financial Partners
Kentucky
– -$260K -2,907 Closed
KFS
2981
Kaizen Financial Strategies
California
– -$261K -2,896 Closed
PTC
2982
Philadelphia Trust Company
Pennsylvania
– -$258K -2,887 Closed
AGC
2983
Aspen Grove Capital
Colorado
– -$255K -2,860 Closed
MSWM
2984
McGlone Suttner Wealth Management
Wisconsin
– -$254K -2,843 Closed
KOCAA
2985
Knights of Columbus Asset Advisors
Connecticut
– -$253K -2,830 Closed
NRC
2986
New Republic Capital
North Carolina
– -$252K -2,828 Closed
CIC
2987
Chilton Investment Company
Connecticut
– -$249K -2,793 Closed
BW
2988
BIP Wealth
Georgia
– -$248K -2,783 Closed
PPW
2989
Parcion Private Wealth
Washington
– -$248K -2,773 Closed
HFP
2990
Holistic Financial Partners
Indiana
– -$243K -2,726 Closed
CAM
2991
CPA Asset Management
Florida
– -$243K -2,724 Closed
HC
2992
Hamilton Capital
Ohio
– -$240K -2,688 Closed
HCM
2993
Harvey Capital Management
Florida
– -$239K -2,681 Closed
JWM
2994
Jessup Wealth Management
Ohio
– -$239K -2,681 Closed
GC
2995
Gilbert & Cook
Iowa
– -$236K -2,646 Closed
KWM
2996
Keebeck Wealth Management
Illinois
– -$234K -2,622 Closed
DCM
2997
Deuterium Capital Management
Florida
– -$234K -2,619 Closed
TA
2998
TruWealth Advisors
Louisiana
– -$231K -2,587 Closed
AMG
2999
Advisors Management Group
Wisconsin
– -$231K -2,583 Closed
CIC
3000
Cutler Investment Counsel
Oregon
– -$230K -2,579 Closed
118 119
120
121 122