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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
3651
Essential Planning
New Hampshire
– -$226K -3,233 Closed
FCA
3652
Fortis Capital Advisors
Kansas
– -$224K -3,200 Closed
SWM
3653
Sherman Wealth Management
Maryland
– -$222K -3,175 Closed
APWA
3654
Atlas Private Wealth Advisors
New Jersey
– -$220K -3,152 Closed
NC
3655
nVerses Capital
Florida
– -$212K -3,032 Closed
WW
3656
Wright Wealth
Georgia
– -$205K -2,937 Closed
OC
3657
Opal Capital
Florida
– -$203K -2,597 Closed
CRI
3658
Commonwealth Retirement Investments
Virginia
– -$177K -2,537 Closed
VWWMG
3659
Vermillion & White Wealth Management Group
Pennsylvania
– -$134K -2,440 Closed
SOW
3660
State of Wyoming
Wyoming
– -$158K -2,266 Closed
ICM
3661
Islay Capital Management
Texas
– -$90.9K -1,300 Closed
BC
3662
Bayforest Capital
United Kingdom
– -$90K -1,288 Closed
MW
3663
Merited Wealth
Florida
– -$68K -973 Closed
OCM
3664
Osterweis Capital Management
California
– -$61K -872 Closed
GAMC
3665
Garner Asset Management Corp
Texas
– -$60.8K -870 Closed
HHMI
3666
Howard Hughes Medical Institute
Maryland
– -$58.4K -835 Closed
MCM
3667
MidAtlantic Capital Management
Virginia
– -$42.2K -603 Closed
WWA
3668
Wealth Watch Advisors
Colorado
– -$41.8K -598 Closed
TPBG
3669
Turning Point Benefit Group
Maryland
– -$39.6K -566 Closed
PFO
3670
Pioneer Family Office
Florida
– -$31.5K -450 Closed
1M
3671
1248 Management
Missouri
– -$26.9K -356 Closed
IWM
3672
Inlight Wealth Management
Georgia
– -$19.4K -277 Closed
WW
3673
Winnow Wealth
Texas
– -$17.6K -251 Closed
GWM
3674
Greenline Wealth Management
Florida
– -$17.4K -249 Closed
VR
3675
Vision Retirement
New Jersey
– -$14.4K -206 Closed
144 145 146
147
148