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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2101
SageGuard Financial Group
Tennessee
– -$213K -599 Closed
CSA
2102
Cornerstone Select Advisors
Missouri
– -$213K -597 Closed
SAM
2103
Secure Asset Management
Michigan
– -$213K -597 Closed
BBA
2104
Braun-Bostich & Associates
Pennsylvania
– -$212K -596 Closed
TWM
2105
TRB Wealth Management
Texas
– -$213K -596 Closed
SFG
2106
Seamount Financial Group
Colorado
– -$212K -595 Closed
FWI
2107
Facet Wealth Inc
Maryland
– -$211K -592 Closed
RZH
2108
Relyea Zuckerberg Hanson
Connecticut
– -$210K -590 Closed
SFG
2109
Sovereign Financial Group
Connecticut
– -$210K -590 Closed
FCM
2110
Fourpath Capital Management
Oklahoma
– -$209K -588 Closed
RWM
2111
Riverbend Wealth Management
South Carolina
– -$208K -583 Closed
DBFM
2112
Dickmeyer Boyce Financial Management
Indiana
– -$207K -581 Closed
WPC
2113
Waters Parkerson & Co
Louisiana
– -$207K -580 Closed
CWMGO
2114
Capstone Wealth Management Group (Oregon)
Oregon
– -$205K -575 Closed
EC
2115
EdgeRock Capital
Colorado
– -$205K -575 Closed
NCM
2116
NCM Capital Management
New Jersey
– -$205K -575 Closed
SWM
2117
Stockman Wealth Management
Montana
– -$205K -575 Closed
TFA
2118
Teamwork Financial Advisors
Texas
– -$205K -574 Closed
AT
2119
American Trust
Kentucky
– -$203K -570 Closed
HA
2120
Herold Advisors
New York
– -$203K -570 Closed
GWA
2121
Gutierrez Wealth Advisory
Arkansas
– -$203K -569 Closed
BWA
2122
Babb Wealth Advisors
Arizona
– -$202K -567 Closed
ERIC
2123
Eagle Rock Investment Company
Georgia
– -$202K -567 Closed
WHCI
2124
W.H. Cornerstone Investments
Massachusetts
– -$202K -566 Closed
DA
2125
Detalus Advisors
Missouri
– -$201K -563 Closed
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