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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2951
Sageworth Trust
Pennsylvania
– -$225K -3,633 Closed
OFS
2952
OneAscent Financial Services
Alabama
– -$222K -3,550 Closed
PA
2953
Parkside Advisors
California
– -$220K -3,550 Closed
IGGA
2954
Iron Gate Global Advisors
Utah
– -$220K -3,549 Closed
RHP
2955
Royal Harbor Partners
Texas
– -$217K -3,491 Closed
PWM
2956
Prosperity Wealth Management
California
– -$211K -3,408 Closed
PWM
2957
PBMares Wealth Management
Virginia
– -$211K -3,399 Closed
SM
2958
Sweeney & Michel
California
– -$205K -3,397 Closed
PAM
2959
Private Asset Management
California
– -$209K -3,374 Closed
CSIA
2960
Charles Schwab Investment Advisory
California
– -$209K -3,362 Closed
SW
2961
SlateStone Wealth
Florida
– -$208K -3,360 Closed
PPWM
2962
Paragon Private Wealth Management
Kentucky
– -$206K -3,317 Closed
SPIA
2963
Strategic Point Investment Advisors
Rhode Island
– -$205K -3,310 Closed
IWA
2964
Inspirion Wealth Advisors
Illinois
– -$205K -3,306 Closed
CSA
2965
Cottage Street Advisors
Massachusetts
– -$204K -3,289 Closed
AWG
2966
Altus Wealth Group
Colorado
– -$204K -3,286 Closed
SL
2967
Sentinus LLC
Illinois
– -$204K -3,281 Closed
EWA
2968
Etesian Wealth Advisors
Oregon
– -$202K -3,257 Closed
WE
2969
Wealth Effects
Massachusetts
– -$202K -3,250 Closed
AFGAS
2970
Allegiance Financial Group Advisory Services
Virginia
– -$201K -3,237 Closed
EIM
2971
Ervin Investment Management
Washington
– -$200K -3,237 Closed
EAM
2972
Evanson Asset Management
California
– -$201K -3,235 Closed
FCIM
2973
Fairview Capital Investment Management
California
– -$201K -3,234 Closed
CST
2974
Charles Schwab Trust
Nevada
– -$200K -3,225 Closed
EI
2975
Ellevest Inc
New York
– -$197K -3,174 Closed
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120