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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3676
FMA Wealth Management
Massachusetts
– -$231K -780 Closed
HIG
3677
Heritage Investment Group
Florida
– -$231K -780 Closed
SCA
3678
Stillwater Capital Advisors
Pennsylvania
– -$231K -780 Closed
TFO
3679
Tarbox Family Office
California
– -$231K -779 Closed
EW
3680
Expressive Wealth
Illinois
– -$230K -777 Closed
CWM
3681
CCG Wealth Management
California
– -$230K -776 Closed
CCAL
3682
City Center Advisors LLC
Michigan
– -$230K -775 Closed
AFA
3683
Arlington Financial Advisors
California
– -$229K -774 Closed
SNBOSD
3684
Security National Bank of So Dak
Iowa
– -$229K -774 Closed
BWM
3685
BNC Wealth Management
Oregon
– -$228K -771 Closed
BC
3686
Brio Consultants
California
– -$228K -771 Closed
KWA
3687
Kondo Wealth Advisors
California
– -$228K -771 Closed
GB
3688
Goepper Burkhardt
South Carolina
– -$227K -768 Closed
CP
3689
Capital Planning
Washington
– -$224K -767 Closed
CSI
3690
Clark & Stuart Inc
Maine
– -$227K -767 Closed
HG
3691
Harbor Group
New Hampshire
– -$227K -766 Closed
AWM
3692
Affinity Wealth Management
Delaware
– -$227K -765 Closed
LW
3693
Livet Wealth
Utah
– -$225K -761 Closed
FGWP
3694
Founders Grove Wealth Partners
Virginia
– -$225K -758 Closed
AWA
3695
AGH Wealth Advisors
Kansas
– -$224K -756 Closed
FPW
3696
Flywheel Private Wealth
California
– -$224K -755 Closed
AWMI
3697
Aegis Wealth Management (Iowa)
Iowa
– -$223K -753 Closed
DI
3698
Disciplined Investors
Texas
– -$223K -752 Closed
BS
3699
Brighton Securities
New York
– -$222K -751 Closed
EGA
3700
Eagle Global Advisors
Texas
– -$222K -750 Closed
146 147
148
149 150