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Name Holding Trade Value Shares
Change 		Change in
Stake
FH
4226
Financial Harvest
Florida
– -$270K -786 Closed
SPWM
4227
Spartan Planning & Wealth Management
North Carolina
– -$270K -786 Closed
OPWM
4228
Oakwell Private Wealth Management
Texas
– -$270K -785 Closed
QA
4229
Quattro Advisors
Pennsylvania
– -$267K -777 Closed
COI
4230
Connable Office Inc
Michigan
– -$259K -754 Closed
PWM
4231
Parkway Wealth Management
Texas
– -$252K -732 Closed
BLWM
4232
Bucket List Wealth Management
Florida
– -$251K -727 Closed
MWM
4233
Maripau Wealth Management
Indiana
– -$250K -726 Closed
SFWC
4234
Strategic Family Wealth Counselors
New Jersey
– -$269K -717 Closed
FWM
4235
FMB Wealth Management
California
– -$243K -705 Closed
BHPW
4236
Box Hill Private Wealth
Arizona
– -$239K -696 Closed
DWA
4237
Delap Wealth Advisory
Oregon
– -$237K -688 Closed
BC
4238
Brio Consultants
California
– -$236K -685 Closed
IWB
4239
Innovative Wealth Building
Maryland
– -$236K -685 Closed
CFP
4240
Curran Financial Partners
South Carolina
– -$235K -683 Closed
HNWA
4241
Henrickson Nauta Wealth Advisors
Michigan
– -$237K -680 Closed
OFG
4242
Opulen Financial Group
Virginia
– -$234K -680 Closed
DSC
4243
Daytona Street Capital
Missouri
– -$231K -672 Closed
FSWA
4244
Financial Synergies Wealth Advisors
Texas
– -$231K -671 Closed
NS
4245
Northland Securities
Minnesota
– -$226K -658 Closed
SA
4246
Skyline Advisors
Washington
– -$226K -658 Closed
SWM
4247
Sendero Wealth Management
Texas
– -$226K -656 Closed
MWM
4248
MorganRosel Wealth Management
Colorado
– -$224K -651 Closed
NFW
4249
Noble Family Wealth
Florida
– -$221K -643 Closed
CAAM
4250
Cornerstone Advisors Asset Management
Pennsylvania
– -$221K -642 Closed
168 169
170
171 172