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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2726
Aspire Capital Advisors
Washington
– -$234K -5,305 Closed
PWP
2727
Precedent Wealth Partners
Texas
– -$234K -5,296 Closed
BFIC
2728
Bedell Frazier Investment Counselling
California
– -$233K -5,284 Closed
WFA
2729
Wellspring Financial Advisors
Ohio
– -$233K -5,278 Closed
TF
2730
Talbot Financial
Washington
– -$233K -5,271 Closed
GFL
2731
Granite FO LLC
New Hampshire
– -$103K -5,253 Closed
LA
2732
Latitude Advisors
Florida
– -$232K -5,249 Closed
FWP
2733
Firethorn Wealth Partners
Georgia
– -$231K -5,232 Closed
SSW
2734
Smith Shellnut Wilson
Mississippi
– -$231K -5,225 Closed
AFO
2735
Arrowroot Family Office
California
– -$231K -5,220 Closed
NC
2736
NovaPoint Capital
Georgia
– -$231K -5,220 Closed
WCA
2737
Westover Capital Advisors
Delaware
– -$231K -5,220 Closed
FC
2738
Fulcrum Capital
Washington
– -$230K -5,200 Closed
HC
2739
Hamilton Capital
Ohio
– -$229K -5,193 Closed
MFG
2740
Magnus Financial Group
New York
– -$228K -5,172 Closed
MM
2741
MQS Management
New York
– -$228K -5,166 Closed
AIIMS
2742
Analyst IMS Investment Management Services
Israel
– -$227K -5,150 Closed
SFM
2743
Signet Financial Management
New Jersey
– -$227K -5,146 Closed
MPW
2744
Monterey Private Wealth
California
– -$227K -5,137 Closed
JLBC
2745
J.L. Bainbridge & Co
Florida
– -$227K -5,129 Closed
WF
2746
WoodTrust Financial
Wisconsin
– -$226K -5,108 Closed
FCFC
2747
First Citizens Financial Corp
Iowa
– -$225K -5,100 Closed
PWM
2748
PBMares Wealth Management
Virginia
– -$225K -5,093 Closed
LCC
2749
Lincoln Capital Corp
Rhode Island
– -$224K -5,078 Closed
AC
2750
ASB Consultores
Florida
– -$224K -5,060 Closed
108 109
110
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