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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3126
Fortress Financial Group
Minnesota
– -$331K -2,908 Closed
EV
3127
EJMK Ventures
Illinois
– -$327K -2,877 Closed
WH
3128
Wallace Hart
Kentucky
– -$326K -2,868 Closed
RG
3129
Renaissance Group
Kentucky
– -$315K -2,769 Closed
MPW
3130
MGO Private Wealth
California
– -$315K -2,768 Closed
WE
3131
Wealth Effects
Massachusetts
– -$313K -2,755 Closed
HNWA
3132
Henrickson Nauta Wealth Advisors
Michigan
– -$311K -2,717 Closed
MWA
3133
Meridian Wealth Advisors
Texas
– -$299K -2,626 Closed
OAM
3134
Occidental Asset Management
California
– -$295K -2,595 Closed
ALA
3135
Atlas Legacy Advisors
California
– -$291K -2,580 Closed
LCM
3136
Laurion Capital Management
New York
– -$292K -2,565 Closed
LWA
3137
Legacy Wealth Advisors
Florida
– -$286K -2,518 Closed
ACP
3138
Argyle Capital Partners
California
– -$283K -2,488 Closed
PPW
3139
Pasadena Private Wealth
California
– -$282K -2,478 Closed
IFPG
3140
Intrepid Financial Planning Group
Indiana
– -$280K -2,460 Closed
FFB
3141
First Financial Bankshares
Texas
– -$277K -2,435 Closed
HP
3142
Holistic Planning
Texas
– -$275K -2,418 Closed
MCM
3143
Maple Capital Management
Vermont
– -$270K -2,375 Closed
PFW
3144
Petros Family Wealth
Minnesota
– -$268K -2,359 Closed
PFA
3145
Petra Financial Advisors
Colorado
– -$267K -2,349 Closed
SCP
3146
Sandhill Capital Partners
New York
– -$267K -2,343 Closed
AWM
3147
Austin Wealth Management
Texas
– -$264K -2,313 Closed
LA
3148
Latitude Advisors
Florida
– -$258K -2,264 Closed
RIS
3149
Richmond Investment Services
Wisconsin
– -$257K -2,255 Closed
CWM
3150
Collaborative Wealth Management
Florida
– -$256K -2,253 Closed
124 125
126
127 128