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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
3101
Elkhorn Partners
Nebraska
– -$48.2K -500 Closed
GWSA
3102
Global Wealth Strategies & Associates
Colorado
– -$42.6K -442 Closed
CFG
3103
Clayton Financial Group
Missouri
– -$39.7K -412 Closed
BCFD
3104
Boit C.F. David
– -$38.6K -400 Closed
PFO
3105
Pioneer Family Office
Florida
– -$38.6K -400 Closed
BA
3106
Ballast Advisors
Minnesota
– -$37.4K -388 Closed
TLFA
3107
True Link Financial Advisors
California
– -$32.5K -337 Closed
SAM
3108
Sherman Asset Management
California
– -$29.7K -308 Closed
MWA
3109
Merkkuri Wealth Advisors
New York
– -$29.4K -305 Closed
CC
3110
Corsicana & Co
Texas
– -$25.2K -255 Closed
EA
3111
Evergreen Advisors
Tennessee
– -$24K -249 Closed
VIS
3112
Vega Investment Solutions
France
– -$22.2K -230 Closed
CPL
3113
Capital & Planning LLC
Georgia
– -$19.4K -201 Closed
RFA
3114
Reyes Financial Architecture
California
– -$19.3K -200 Closed
QL
3115
Quarry LP
New York
– -$17.3K -180 Closed
WOSD
3116
WFA of San Diego
California
– -$16K -166 Closed
WCM
3117
Winthrop Capital Management
Indiana
– -$16K -164 Closed
CW
3118
Curio Wealth
Maryland
– -$13.7K -142 Closed
ACM
3119
Accent Capital Management
Ohio
– -$12K -125 Closed
MWC
3120
MBM Wealth Consultants
Missouri
– -$10.9K -113 Closed
BG
3121
Bollard Group
Massachusetts
– -$7K -72 Closed
IWS
3122
Intentional Wealth Strategies
Colorado
– -$6.28K -65 Closed
AW
3123
Ankerstar Wealth
Texas
– -$6.07K -63 Closed
BCWM
3124
Ball & Co Wealth Management
Tennessee
– -$5K -53 Closed
PWA
3125
Portus Wealth Advisors
North Carolina
– -$4.05K -42 Closed
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