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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1826
Pinnacle Wealth Planning Services
Ohio
– -$209K -788 Closed
D
1827
Dentgroup
Louisiana
– -$209K -787 Closed
BHBT
1828
Burke & Herbert Bank & Trust
Virginia
– -$207K -783 Closed
SPA
1829
Sentinel Pension Advisors
Massachusetts
– -$207K -782 Closed
HC
1830
Hamilton Capital
Ohio
– -$207K -781 Closed
LSIA
1831
LaSalle St. Investment Advisors
Illinois
– -$205K -777 Closed
LA
1832
LexAurum Advisors
Kansas
– -$204K -769 Closed
9WM
1833
9258 Wealth Management
Ohio
– -$204K -768 Closed
BA
1834
Bluesphere Advisors
Pennsylvania
– -$203K -768 Closed
AFP
1835
Alpha Financial Partners
Kentucky
– -$203K -767 Closed
BB
1836
Bell Bank
North Dakota
– -$202K -762 Closed
FCB
1837
First County Bank
Connecticut
– -$202K -762 Closed
EWM
1838
EPG Wealth Management
Georgia
– -$202K -761 Closed
MWM
1839
Merriman Wealth Management
Washington
– -$200K -752 Closed
HL
1840
HeadInvest LLC
Maine
– -$192K -724 Closed
CCM
1841
CAAS Capital Management
New York
– -$178K -700 Closed
IAS
1842
IMA Advisory Services
Colorado
– -$178K -671 Closed
BAAM
1843
Baker Avenue Asset Management
California
– -$127K -480 Closed
CA
1844
Crewe Advisors
Utah
– -$124K -468 Closed
SSG
1845
Summit Securities Group
New York
– -$106K -400 Closed
AP
1846
Arlington Partners
Alabama
– -$60.9K -230 Closed
WWP
1847
WR Wealth Planners
Missouri
– -$59.3K -224 Closed
QL
1848
Quarry LP
New York
– -$59.1K -223 Closed
FSWA
1849
Financial Synergies Wealth Advisors
Texas
– -$54K -204 Closed
BFP
1850
Briaud Financial Planning
Texas
– -$40K -152 Closed
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