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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1826
Capital Asset Advisory Services
Michigan
– -$230K -838 Closed
FGWP
1827
Founders Grove Wealth Partners
Virginia
– -$235K -836 Closed
WFPG
1828
Waller Financial Planning Group
Ohio
– -$233K -828 Closed
TSWM
1829
Triangle Securities Wealth Management
North Carolina
– -$232K -826 Closed
LA
1830
LexAurum Advisors
Kansas
– -$232K -824 Closed
BP
1831
BBR Partners
New York
– -$231K -822 Closed
MIM
1832
Marco Investment Management
Georgia
– -$230K -816 Closed
APP
1833
Avantax Planning Partners
Iowa
– -$229K -814 Closed
GWM
1834
GSB Wealth Management
Connecticut
– -$229K -814 Closed
PCP
1835
Panoramic Capital Partners
Oregon
– -$229K -814 Closed
CCG
1836
Catalina Capital Group
California
– -$228K -810 Closed
PPWP
1837
Premier Path Wealth Partners
New Jersey
– -$227K -806 Closed
AI
1838
Accredited Investors
Minnesota
– -$225K -800 Closed
CM
1839
CastleKnight Management
New York
– -$225K -800 Closed
AHC
1840
Anderson Hoagland & Co
Missouri
– -$219K -796 Closed
MAG
1841
M3 Advisory Group
Massachusetts
– -$223K -794 Closed
CPIA
1842
Cornell Pochily Investment Advisors
New York
– -$223K -793 Closed
IF
1843
Intrua Financial
Texas
– -$221K -786 Closed
JF
1844
Jump Financial
Illinois
– -$221K -785 Closed
FAM
1845
Formidable Asset Management
Ohio
– -$220K -782 Closed
LSIA
1846
LaSalle St. Investment Advisors
Illinois
– -$219K -781 Closed
SP
1847
Saranac Partners
– -$219K -778 Closed
SP
1848
Stonebrook Private
Michigan
– -$217K -771 Closed
BB
1849
Bell Bank
North Dakota
– -$216K -768 Closed
PWM
1850
Palumbo Wealth Management
New York
– -$212K -754 Closed
72 73
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