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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2976
Perfromance Wealth Partners
Illinois
– -$280K -3,121 Closed
SI
2977
Saxon Interests
Texas
– -$277K -3,098 Closed
BWM
2978
Buckley Wealth Management
Nevada
– -$274K -3,066 Closed
LWMG
2979
Levy Wealth Management Group
Pennsylvania
– -$268K -3,007 Closed
AFG
2980
ABLE Financial Group
Arizona
– -$267K -2,986 Closed
SPIO
2981
Seven Post Investment Office
California
– -$261K -2,924 Closed
AFP
2982
Alpha Financial Partners
Kentucky
– -$260K -2,907 Closed
KFS
2983
Kaizen Financial Strategies
California
– -$261K -2,896 Closed
PTC
2984
Philadelphia Trust Company
Pennsylvania
– -$258K -2,887 Closed
AGC
2985
Aspen Grove Capital
Colorado
– -$255K -2,860 Closed
MSWM
2986
McGlone Suttner Wealth Management
Wisconsin
– -$254K -2,843 Closed
KOCAA
2987
Knights of Columbus Asset Advisors
Connecticut
– -$253K -2,830 Closed
NRC
2988
New Republic Capital
North Carolina
– -$252K -2,828 Closed
CIC
2989
Chilton Investment Company
Connecticut
– -$249K -2,793 Closed
BW
2990
BIP Wealth
Georgia
– -$248K -2,783 Closed
PPW
2991
Parcion Private Wealth
Washington
– -$248K -2,773 Closed
HFP
2992
Holistic Financial Partners
Indiana
– -$243K -2,726 Closed
CAM
2993
CPA Asset Management
Florida
– -$243K -2,724 Closed
HC
2994
Hamilton Capital
Ohio
– -$240K -2,688 Closed
HCM
2995
Harvey Capital Management
Florida
– -$239K -2,681 Closed
JWM
2996
Jessup Wealth Management
Ohio
– -$239K -2,681 Closed
GC
2997
Gilbert & Cook
Iowa
– -$236K -2,646 Closed
KWM
2998
Keebeck Wealth Management
Illinois
– -$234K -2,622 Closed
DCM
2999
Deuterium Capital Management
Florida
– -$234K -2,619 Closed
TA
3000
TruWealth Advisors
Louisiana
– -$231K -2,587 Closed
118 119
120
121 122