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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
3251
GLOBALT Investments
Georgia
– -$218K -1,960 Closed
IPW
3252
Inlet Private Wealth
Florida
– -$218K -1,956 Closed
CW
3253
Cook Wealth
North Carolina
– -$217K -1,953 Closed
BBWP
3254
Beacon Bridge Wealth Partners
Pennsylvania
– -$217K -1,950 Closed
CA
3255
Clune & Associates
Illinois
– -$217K -1,945 Closed
FWI
3256
Facet Wealth Inc
Maryland
– -$215K -1,942 Closed
TCM
3257
Traynor Capital Management
Pennsylvania
– -$215K -1,933 Closed
MIP
3258
Marietta Investment Partners
Wisconsin
– -$215K -1,927 Closed
PFA
3259
Petra Financial Advisors
Colorado
– -$214K -1,923 Closed
PDM
3260
Penn Davis McFarland
Texas
– -$214K -1,921 Closed
RBFC
3261
Roman Butler Fullerton & Co
Missouri
– -$216K -1,907 Closed
SAM
3262
Summit Asset Management
Tennessee
– -$212K -1,905 Closed
CJL
3263
Cyrus J. Lawrence
New York
– -$211K -1,900 Closed
IAG
3264
Investmark Advisory Group
Connecticut
– -$211K -1,899 Closed
OS
3265
Objectivity Squared
South Carolina
– -$206K -1,892 Closed
SPC
3266
Spirepoint Private Client
Florida
– -$210K -1,889 Closed
CIS
3267
Custom Index Systems
New York
– -$210K -1,885 Closed
HP
3268
Holistic Planning
Texas
– -$209K -1,881 Closed
FDDB
3269
Fidelity D&D Bancorp
Pennsylvania
– -$209K -1,879 Closed
JWM
3270
JGP Wealth Management
Oregon
– -$209K -1,878 Closed
NLP
3271
Next Level Private
New York
– -$209K -1,876 Closed
PIMG
3272
Patriot Investment Management Group
Tennessee
– -$209K -1,874 Closed
GFM
3273
GEN Financial Management
Minnesota
– -$208K -1,871 Closed
TA
3274
TruWealth Advisors
Louisiana
– -$208K -1,871 Closed
LTI
3275
Laffer Tengler Investments
Tennessee
– -$208K -1,868 Closed
129 130
131
132 133