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Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
3751
National Philanthropic Trust
Pennsylvania
– -$257K -669 Closed
PWM
3752
Proathlete Wealth Management
Florida
– -$254K -661 Closed
MAG
3753
Mayfair Advisory Group
Alabama
– -$250K -653 Closed
EFA
3754
Edge Financial Advisors
Illinois
– -$249K -648 Closed
OTL
3755
Oak Thistle LLC
New York
– -$247K -644 Closed
TCMP
3756
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$241K -627 Closed
AFA
3757
Atlas Financial Advisors
California
– -$240K -625 Closed
HWM
3758
Horizon Wealth Management
Illinois
– -$239K -624 Closed
KAM
3759
Knightsbridge Asset Management
California
– -$212K -612 Closed
TF
3760
Threadgill Financial
Texas
– -$234K -610 Closed
KWA
3761
Kellett Wealth Advisors
Ohio
– -$233K -607 Closed
JF
3762
Joule Financial
Kentucky
– -$232K -606 Closed
PFA
3763
Petra Financial Advisors
Colorado
– -$224K -603 Closed
WCM
3764
Wedge Capital Management
North Carolina
– -$231K -603 Closed
PCM
3765
Presidio Capital Management
California
– -$229K -597 Closed
BMM
3766
Berkshire Money Management
Massachusetts
– -$225K -586 Closed
VW
3767
Vance Wealth
California
– -$224K -585 Closed
SCG
3768
Sonata Capital Group
Washington
– -$222K -579 Closed
TWM
3769
TMD Wealth Management
Arizona
– -$221K -577 Closed
PWM
3770
Prosperity Wealth Management
California
– -$220K -572 Closed
RPA
3771
Rock Point Advisors
Vermont
– -$219K -572 Closed
W
3772
WorthPointe
California
– -$219K -570 Closed
BWM
3773
Baron Wealth Management
Michigan
– -$217K -564 Closed
JTWM
3774
Jackson Thornton Wealth Management
Alabama
– -$216K -562 Closed
MWM
3775
Magnolia Wealth Management
Alabama
– -$211K -562 Closed
149 150
151
152 153