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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2551
Southern Capital Advisors
Tennessee
– -$204K -6,246 Closed
FWA
2552
FSM Wealth Advisors
Ohio
– -$204K -6,242 Closed
KOMWMG
2553
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$203K -6,208 Closed
CWM
2554
Centric Wealth Management
Illinois
– -$201K -6,165 Closed
SWM
2555
Segment Wealth Management
Texas
– -$201K -6,165 Closed
SWP
2556
Strategic Wealth Partners
Ohio
– -$201K -6,147 Closed
AC
2557
ASB Consultores
Florida
– -$200K -6,122 Closed
EI
2558
Ellevest Inc
New York
– -$193K -5,904 Closed
CM
2559
Capula Management
Cayman Islands
– -$123K -3,913 Closed
GFWA
2560
Grey Fox Wealth Advisors
Delaware
– -$109K -3,332 Closed
LSIA
2561
LaSalle St. Investment Advisors
Illinois
– -$108K -3,316 Closed
CSIA
2562
Carl Stuart Investment Advisor
Texas
– -$258K -2,930 Closed
CCM
2563
Carderock Capital Management
Maryland
– -$93.9K -2,875 Closed
AWM
2564
Accel Wealth Management
Iowa
– -$93.3K -2,856 Closed
PCM
2565
Pointe Capital Management
Michigan
– -$88.7K -2,716 Closed
SSC
2566
Syverson Strege & Co
Iowa
– -$78.3K -2,398 Closed
MWC
2567
MBM Wealth Consultants
Missouri
– -$66K -2,102 Closed
WIM
2568
WealthPlan Investment Management
Nebraska
– -$65.3K -2,000 Closed
OCM
2569
Orion Capital Management
California
– -$55.5K -1,700 Closed
SC
2570
Schubert & Co
Texas
– -$46.5K -1,424 Closed
WPWM
2571
Western Pacific Wealth Management
Illinois
– -$45.3K -1,387 Closed
SC
2572
Shay Capital
New York
– -$32.7K -1,000 Closed
MIA
2573
Milestone Investment Advisors
Wisconsin
– -$31.8K -972 Closed
M1FG
2574
Mach-1 Financial Group
Arkansas
– -$14.9K -923 Closed
AWM
2575
Ameliora Wealth Management
Switzerland
– -$14.7K -450 Closed
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