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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3301
HFR Wealth Management
New York
– -$201K -1,802 Closed
BWA
3302
Bordeaux Wealth Advisors
California
– -$200K -1,799 Closed
OCPWS
3303
One Charles Private Wealth Services
Massachusetts
– -$200K -1,797 Closed
SIA
3304
Sit Investment Associates
Minnesota
– -$198K -1,775 Closed
WWA
3305
Wingate Wealth Advisors
Massachusetts
– -$191K -1,713 Closed
SC
3306
Stance Capital
Massachusetts
– -$182K -1,635 Closed
KFP
3307
Keener Financial Planning
Texas
– -$161K -1,500 -100%
NG
3308
Novem Group
New York
– -$162K -1,451 Closed
TCG
3309
Transcendent Capital Group
Oklahoma
– -$162K -1,451 Closed
MA
3310
Modus Advisors
Minnesota
– -$155K -1,389 Closed
KBFS
3311
Kohmann Bosshard Financial Services
Ohio
– -$154K -1,382 Closed
DWA
3312
Delos Wealth Advisors
Texas
– -$137K -1,229 Closed
TAM
3313
Tucker Asset Management
Colorado
– -$135K -1,212 Closed
PCWA
3314
Pacific Capital Wealth Advisors
California
– -$133K -1,190 Closed
PFA
3315
Pathway Financial Advisers
Indiana
– -$118K -1,062 Closed
BCM
3316
Basso Capital Management
Connecticut
– -$108K -969 Closed
EBA
3317
Eagle Bay Advisors
New York
– -$85.3K -762 Closed
SAM
3318
Synergy Asset Management
Washington
– -$70.2K -730 Closed
NWWA
3319
New Wave Wealth Advisors
Arkansas
– -$61.3K -550 Closed
CPL
3320
Capital & Planning LLC
Georgia
– -$56.2K -505 Closed
FF
3321
Friedenthal Financial
New Jersey
– -$49.3K -443 Closed
SFO
3322
Standard Family Office
South Dakota
– -$48.8K -438 Closed
PFT
3323
Providence First Trust
Arizona
– -$44.3K -398 Closed
TCM
3324
Tributary Capital Management
Nebraska
– -$41.9K -376 Closed
FWM
3325
FLP Wealth Management
Arkansas
– -$29.9K -268 Closed
130 131 132
133
134