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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
4101
Whelan Financial
California
– -$268K -688 Closed
HCM
4102
Hillman Capital Management
Maryland
– -$261K -670 Closed
CCM
4103
Consolidated Capital Management
California
– -$254K -653 Closed
VWM
4104
Vivid Wealth Management
Iowa
– -$248K -637 Closed
NC
4105
NBW Capital
Massachusetts
– -$246K -632 Closed
NFP
4106
Narus Financial Partners
Utah
– -$245K -630 Closed
LWMT
4107
Legacy Wealth Management (Tennessee)
Tennessee
– -$240K -618 Closed
AWM
4108
Avaii Wealth Management
Wisconsin
– -$239K -615 Closed
BBL
4109
Beck Bode LLC
Massachusetts
– -$237K -610 Closed
MFG
4110
Mosaic Financial Group
Illinois
– -$235K -604 Closed
DDPIC
4111
Deroy & Devereaux Private Investment Counsel
Michigan
– -$231K -594 Closed
PFM
4112
Peak Financial Management
Massachusetts
– -$230K -591 Closed
NA
4113
Nottingham Advisors
New York
– -$229K -588 Closed
FH
4114
Financial Harvest
Florida
– -$226K -581 Closed
WAN
4115
Wealth Advisors Northwest
Oregon
– -$224K -575 Closed
OFG
4116
Opulen Financial Group
Virginia
– -$220K -567 Closed
THCM
4117
Taylor Hoffman Capital Management
Virginia
– -$220K -565 Closed
B
4118
Barings
North Carolina
– -$219K -564 Closed
CT
4119
ClearAlpha Technologies
Connecticut
– -$219K -564 Closed
CWD
4120
Clarity Wealth Development
Oregon
– -$231K -562 Closed
RPA
4121
Rock Point Advisors
Vermont
– -$218K -560 Closed
EFG
4122
Ehrlich Financial Group
California
– -$217K -558 Closed
TWM
4123
Tolleson Wealth Management
Texas
– -$216K -555 Closed
OR
4124
Olympiad Research
Connecticut
– -$212K -545 Closed
OWM
4125
Orgel Wealth Management
Wisconsin
– -$212K -545 Closed
163 164
165
166 167