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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
3126
Financial Advisory Group
Texas
– -$217K -2,172 Closed
FPCG
3127
Fort Pitt Capital Group
Pennsylvania
– -$216K -2,156 Closed
GWM
3128
Greenhouse Wealth Management
Connecticut
– -$215K -2,148 Closed
SW
3129
StrongBox Wealth
Missouri
– -$215K -2,147 Closed
FA
3130
Fountainhead AM
New Jersey
– -$214K -2,136 Closed
FCM
3131
Firestone Capital Management
Florida
– -$214K -2,135 Closed
LFG
3132
Lockerman Financial Group
California
– -$214K -2,133 Closed
DA
3133
Drake & Associates
Wisconsin
– -$213K -2,128 Closed
MWM
3134
Maltin Wealth Management
New Jersey
– -$213K -2,124 Closed
FH
3135
FWG Holdings
Florida
– -$212K -2,121 Closed
PSIWM
3136
Paradigm Strategies in Wealth Management
Minnesota
– -$212K -2,116 Closed
CCM
3137
Compton Capital Management
Rhode Island
– -$211K -2,107 Closed
VBWMG
3138
Von Berge Wealth Management Group
California
– -$210K -2,103 Closed
LRIA
3139
Leonard Rickey Investment Advisors
Washington
– -$210K -2,099 Closed
RCA
3140
Riverview Capital Advisers
Massachusetts
– -$210K -2,098 Closed
SWP
3141
Summit Wealth Partners
Florida
– -$210K -2,096 Closed
OFS
3142
OneAscent Financial Services
Alabama
– -$209K -2,090 Closed
RIG
3143
Renaissance Investment Group
Massachusetts
– -$209K -2,090 Closed
PIP
3144
Peachtree Investment Partners
Florida
– -$209K -2,087 Closed
RW
3145
REDW Wealth
New Mexico
– -$209K -2,087 Closed
UL
3146
Unionview LLC
Washington
– -$209K -2,084 Closed
TC
3147
TAGStone Capital
North Carolina
– -$208K -2,079 Closed
LAS
3148
LWM Advisory Services
Florida
– -$207K -2,074 Closed
PFA
3149
Petra Financial Advisors
Colorado
– -$208K -2,074 Closed
PFA
3150
Plotkin Financial Advisors
Maryland
– -$208K -2,073 Closed
124 125
126
127 128