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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3126
Greenhouse Wealth Management
Connecticut
– -$215K -2,148 Closed
SW
3127
StrongBox Wealth
Missouri
– -$215K -2,147 Closed
FA
3128
Fountainhead AM
New Jersey
– -$214K -2,136 Closed
FCM
3129
Firestone Capital Management
Florida
– -$214K -2,135 Closed
LFG
3130
Lockerman Financial Group
California
– -$214K -2,133 Closed
DA
3131
Drake & Associates
Wisconsin
– -$213K -2,128 Closed
MWM
3132
Maltin Wealth Management
New Jersey
– -$213K -2,124 Closed
FH
3133
FWG Holdings
Florida
– -$212K -2,121 Closed
PSIWM
3134
Paradigm Strategies in Wealth Management
Minnesota
– -$212K -2,116 Closed
CCM
3135
Compton Capital Management
Rhode Island
– -$211K -2,107 Closed
VBWMG
3136
Von Berge Wealth Management Group
California
– -$210K -2,103 Closed
LRIA
3137
Leonard Rickey Investment Advisors
Washington
– -$210K -2,099 Closed
RCA
3138
Riverview Capital Advisers
Massachusetts
– -$210K -2,098 Closed
SWP
3139
Summit Wealth Partners
Florida
– -$210K -2,096 Closed
OFS
3140
OneAscent Financial Services
Alabama
– -$209K -2,090 Closed
RIG
3141
Renaissance Investment Group
Massachusetts
– -$209K -2,090 Closed
PIP
3142
Peachtree Investment Partners
Florida
– -$209K -2,087 Closed
RW
3143
REDW Wealth
New Mexico
– -$209K -2,087 Closed
UL
3144
Unionview LLC
Washington
– -$209K -2,084 Closed
TC
3145
TAGStone Capital
North Carolina
– -$208K -2,079 Closed
LAS
3146
LWM Advisory Services
Florida
– -$207K -2,074 Closed
PFA
3147
Petra Financial Advisors
Colorado
– -$208K -2,074 Closed
PFA
3148
Plotkin Financial Advisors
Maryland
– -$208K -2,073 Closed
GF
3149
Gries Financial
Ohio
– -$207K -2,070 Closed
GFWA
3150
Grey Fox Wealth Advisors
Delaware
– -$207K -2,067 Closed
124 125
126
127 128