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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
3401
Summit Wealth Group
Vermont
– -$365K -1,176 Closed
RCA
3402
Reitz Capital Advisors
Michigan
– -$361K -1,163 Closed
TA
3403
TFB Advisors
Kansas
– -$359K -1,155 Closed
DIS
3404
Diversified Investment Strategies
Louisiana
– -$346K -1,113 Closed
SWM
3405
Selective Wealth Management
Virginia
– -$343K -1,107 Closed
FCG
3406
Financial Connections Group
California
– -$340K -1,096 Closed
SFG
3407
Steward Financial Group
Texas
– -$324K -1,044 Closed
B
3408
Barings
North Carolina
– -$311K -1,002 Closed
SAM
3409
Synergy Asset Management
Washington
– -$294K -947 Closed
BDWCC
3410
B&D White Capital Company
Texas
– -$287K -925 Closed
AIM
3411
Aigen Investment Management
New York
– -$267K -858 Closed
DU
3412
Delphia (USA)
Ontario, Canada
– -$263K -846 Closed
CWA
3413
Clearview Wealth Advisors
Oregon
– -$241K -777 Closed
CWA
3414
CM Wealth Advisors
Ohio
– -$253K -764 Closed
MF
3415
Manchester Financial
California
– -$235K -755 Closed
BAM
3416
Bosun Asset Management
Illinois
– -$223K -717 Closed
ATFA
3417
All Terrain Financial Advisors
Minnesota
– -$219K -707 Closed
DI
3418
Disciplined Investments
Oklahoma
– -$214K -689 Closed
TWM
3419
Tanager Wealth Management
United Kingdom
– -$214K -688 Closed
MWA
3420
Motive Wealth Advisors
Michigan
– -$213K -686 Closed
WAM
3421
Worth Asset Management
Texas
– -$207K -667 Closed
HCM
3422
Howard Capital Management
Georgia
– -$207K -665 Closed
FCIM
3423
Fairview Capital Investment Management
California
– -$206K -664 Closed
HSG
3424
Helen Stephens Group
Texas
– -$206K -662 Closed
VW
3425
Vance Wealth
California
– -$205K -661 Closed
134 135 136
137
138