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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1501
Souders Financial Advisors
Ohio
– -$217K -679 Closed
CW
1502
CreativeOne Wealth
Kansas
– -$216K -676 Closed
MIM
1503
MTM Investment Management
South Carolina
– -$215K -674 Closed
MBT
1504
Montecito Bank & Trust
California
– -$213K -667 Closed
Edgewood Management
1505
Edgewood Management
Connecticut
– -$213K -666 Closed
RFN
1506
RDA Financial Network
Iowa
– -$213K -666 Closed
PCM
1507
Princeton Capital Management
New Jersey
– -$212K -665 Closed
BFG
1508
Berger Financial Group
Minnesota
– -$212K -664 Closed
IC
1509
Inscription Capital
Texas
– -$211K -662 Closed
TSA
1510
Tri-Star Advisors
Texas
– -$202K -657 Closed
CBFP
1511
Cedar Brook Financial Partners
Ohio
– -$209K -653 Closed
PIA
1512
Pinion Investment Advisors
Kansas
– -$207K -648 Closed
BA
1513
Ballast Advisors
Minnesota
– -$206K -645 Closed
MG
1514
Meritage Group
California
– -$206K -644 Closed
SSWG
1515
Seven Springs Wealth Group
Tennessee
– -$204K -640 Closed
RIA
1516
Regal Investment Advisors
Michigan
– -$203K -635 Closed
WTFG
1517
Wells Trecaso Financial Group
Ohio
– -$202K -633 Closed
JSW
1518
Journey Strategic Wealth
New Jersey
– -$200K -628 Closed
PWM
1519
PBMares Wealth Management
Virginia
– -$201K -628 Closed
FC
1520
Financial Consulate
Maryland
– -$200K -626 Closed
Koshinski Asset Management
1521
Koshinski Asset Management
Illinois
– -$167K -523 Closed
FAG
1522
Fortitude Advisory Group
Washington
– -$129K -404 Closed
BFC
1523
Bedel Financial Consulting
Indiana
– -$115K -359 Closed
PAG
1524
Paladin Advisory Group
Iowa
– -$102K -326 Closed
T
1525
TCWP
Ohio
– -$97K -305 Closed
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