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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1726
Emergent Wealth Advisors
New York
– -$257K -21,100 Closed
SA
1727
Strategic Advocates
Utah
– -$253K -20,726 Closed
SIM
1728
Sentry Investment Management
Wisconsin
– -$252K -20,643 Closed
1IA
1729
1834 Investment Advisors
Wisconsin
– -$246K -20,204 Closed
I
1730
InceptionR
California
– -$230K -18,908 Closed
CWP
1731
Cyndeo Wealth Partners
Florida
– -$227K -18,598 Closed
RH
1732
RFG Holdings
Texas
– -$226K -18,537 Closed
EFG
1733
Everhart Financial Group
Ohio
– -$218K -17,866 Closed
NCM
1734
NCM Capital Management
New Jersey
– -$211K -17,318 Closed
SA
1735
Scarborough Advisors
Maryland
– -$211K -17,286 Closed
BPWM
1736
Badgley Phelps Wealth Managers
Washington
– -$209K -17,180 Closed
OTL
1737
Oak Thistle LLC
New York
– -$195K -16,016 Closed
AM
1738
AGF Management
Ontario, Canada
– -$187K -15,349 Closed
BCM
1739
Bluefin Capital Management
New York
– -$188K -15,231 Closed
BHBT
1740
Burke & Herbert Bank & Trust
Virginia
– -$180K -14,749 Closed
IWN
1741
Independent Wealth Network
Iowa
– -$178K -14,636 Closed
CCMG
1742
Clark Capital Management Group
Pennsylvania
– -$177K -14,493 Closed
FWP
1743
Firethorn Wealth Partners
Georgia
– -$176K -14,458 Closed
PWS
1744
Private Wealth Strategies
Ohio
– -$175K -14,384 Closed
KWM
1745
Kolinsky Wealth Management
New Jersey
– -$171K -14,038 Closed
WIA
1746
World Investment Advisors
California
– -$170K -13,956 Closed
AWC
1747
Adamsbrown Wealth Consultants
Kansas
– -$166K -13,631 Closed
WTFG
1748
Wells Trecaso Financial Group
Ohio
– -$165K -13,547 Closed
JJBC
1749
James J. Burns & Company
New York
– -$163K -13,429 Closed
BCA
1750
Bay Colony Advisors
Massachusetts
– -$160K -13,111 Closed
68 69
70
71 72