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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1801
Optimize Financial
California
– -$211K -867 Closed
RPCONE
1802
Retirement Planning Company of New England
Rhode Island
– -$211K -864 Closed
MWA
1803
MFA Wealth Advisors
Pennsylvania
– -$210K -862 Closed
RMCM
1804
Reynders McVeigh Capital Management
Massachusetts
– -$208K -855 Closed
SFA
1805
Souders Financial Advisors
Ohio
– -$208K -853 Closed
IAMOG
1806
Investors Asset Management of Georgia
Georgia
– -$208K -852 Closed
MCA
1807
MSH Capital Advisors
Arizona
– -$206K -844 Closed
ES
1808
Eagle Strategies
New York
– -$205K -842 Closed
LWM
1809
Lyell Wealth Management
California
– -$205K -842 Closed
VV
1810
Verity & Verity
South Carolina
– -$205K -840 Closed
PIA
1811
Perennial Investment Advisors
California
– -$204K -836 Closed
RWM
1812
Ritholtz Wealth Management
New York
– -$203K -832 Closed
WW
1813
Westshore Wealth
California
– -$203K -832 Closed
VCP
1814
Verus Capital Partners
Arizona
– -$203K -831 Closed
BAM
1815
BOS Asset Management
Illinois
– -$202K -830 Closed
AFG
1816
ABLE Financial Group
Arizona
– -$202K -828 Closed
EFSCE
1817
Enterprise Financial Services Corp (EFSC)
Missouri
– -$202K -827 Closed
WAL
1818
W Advisors LLC
Tennessee
– -$201K -827 Closed
FRA
1819
Front Row Advisors
California
– -$202K -823 Closed
AFP
1820
Alpha Financial Partners
Kentucky
– -$200K -821 Closed
MAM
1821
Marquette Asset Management
Minnesota
– -$196K -805 Closed
HCMG
1822
Howard Capital Management Group
California
– -$173K -710 Closed
LWANC
1823
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$161K -661 Closed
CWC
1824
Carolinas Wealth Consulting
North Carolina
– -$131K -536 Closed
CIAM
1825
Caitong International Asset Management
Hong Kong
– -$117K -480 Closed
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73
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