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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
4101
Narus Financial Partners
Utah
– -$245K -630 Closed
LWMT
4102
Legacy Wealth Management (Tennessee)
Tennessee
– -$240K -618 Closed
AWM
4103
Avaii Wealth Management
Wisconsin
– -$239K -615 Closed
BBL
4104
Beck Bode LLC
Massachusetts
– -$237K -610 Closed
MFG
4105
Mosaic Financial Group
Illinois
– -$235K -604 Closed
DDPIC
4106
Deroy & Devereaux Private Investment Counsel
Michigan
– -$231K -594 Closed
PFM
4107
Peak Financial Management
Massachusetts
– -$230K -591 Closed
NA
4108
Nottingham Advisors
New York
– -$229K -588 Closed
FH
4109
Financial Harvest
Florida
– -$226K -581 Closed
WAN
4110
Wealth Advisors Northwest
Oregon
– -$224K -575 Closed
OFG
4111
Opulen Financial Group
Virginia
– -$220K -567 Closed
THCM
4112
Taylor Hoffman Capital Management
Virginia
– -$220K -565 Closed
B
4113
Barings
North Carolina
– -$219K -564 Closed
CT
4114
ClearAlpha Technologies
Connecticut
– -$219K -564 Closed
CWD
4115
Clarity Wealth Development
Oregon
– -$231K -562 Closed
RPA
4116
Rock Point Advisors
Vermont
– -$218K -560 Closed
EFG
4117
Ehrlich Financial Group
California
– -$217K -558 Closed
TWM
4118
Tolleson Wealth Management
Texas
– -$216K -555 Closed
OR
4119
Olympiad Research
Connecticut
– -$212K -545 Closed
OWM
4120
Orgel Wealth Management
Wisconsin
– -$212K -545 Closed
PWM
4121
Partnership Wealth Management
Maryland
– -$212K -545 Closed
HAS
4122
Holland Advisory Services
Florida
– -$212K -544 Closed
HA
4123
HFG Advisors
Ohio
– -$211K -543 Closed
AWP
4124
Abacus Wealth Partners
California
– -$211K -542 Closed
LWA
4125
Ledgewood Wealth Advisors
New Hampshire
– -$211K -542 Closed
163 164
165
166 167