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Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
3351
Howard Bailey Securities
Indiana
– -$221K -1,007 Closed
GWM
3352
Greenhouse Wealth Management
Connecticut
– -$213K -969 Closed
BH
3353
Burk Holdings
Oklahoma
– -$209K -950 Closed
FWM
3354
FSR Wealth Management
Illinois
– -$207K -944 Closed
KFG
3355
Kingdom Financial Group
Arizona
– -$207K -941 Closed
CMAI
3356
Capital Management Associates Inc
Minnesota
– -$207K -940 Closed
LAS
3357
Lloyd Advisory Services
Georgia
– -$204K -930 Closed
WWM
3358
Waterway Wealth Management
Texas
– -$204K -930 Closed
GWWM
3359
Great Waters Wealth Management
Minnesota
– -$202K -919 Closed
RWA
3360
Roberts Wealth Advisors
California
– -$200K -911 Closed
RLH
3361
RD Lewis Holdings
Florida
– -$200K -794 Closed
KG
3362
Kieckhefer Group
Wisconsin
– -$168K -766 Closed
NWWA
3363
New Wave Wealth Advisors
Arkansas
– -$168K -763 Closed
MCM
3364
Mainstream Capital Management
California
– -$96.9K -441 Closed
MCM
3365
MidAtlantic Capital Management
Virginia
– -$95.8K -436 Closed
KFP
3366
Keener Financial Planning
Texas
– -$65K -300 Closed
MLCM
3367
M & L Capital Management
United Kingdom
– -$48.4K -220 Closed
LG
3368
LAM Group
Oregon
– -$44.4K -202 Closed
CJ
3369
Caitlin John
Michigan
– -$43.9K -200 Closed
MRP
3370
Measured Risk Portfolios
California
– -$42.9K -195 Closed
MA
3371
Modus Advisors
Minnesota
– -$39.8K -181 Closed
TCG
3372
Transcendent Capital Group
Oklahoma
– -$33.9K -154 Closed
VLKIM
3373
Van Lanschot Kempen Investment Management
Netherlands
– -$32.3K -147 Closed
FIA
3374
FPC Investment Advisory
California
– -$35.8K -140 Closed
FC
3375
Family CFO
California
– -$18.1K -82 Closed
132 133 134
135
136