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Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
2076
Abel Hall LLC
Louisiana
– -$242K -507 Closed
FFA
2077
Fi3 Financial Advisors
Indiana
– -$240K -504 Closed
BWA
2078
BlueSky Wealth Advisors
North Carolina
– -$239K -501 Closed
AIA
2079
Angeles Investment Advisors
California
– -$237K -497 Closed
TFP
2080
Tilia Fiduciary Partners
North Carolina
– -$237K -497 Closed
MHC
2081
Meyer Handelman Company
New York
– -$237K -496 Closed
CWA
2082
Consilio Wealth Advisors
Washington
– -$232K -487 Closed
AFS
2083
Axiom Financial Strategies
Indiana
– -$228K -478 Closed
TWA
2084
TCI Wealth Advisors
Arizona
– -$227K -477 Closed
AC
2085
Addison Capital
Pennsylvania
– -$227K -476 Closed
EA
2086
Eclectic Associates
California
– -$227K -475 Closed
FWTB
2087
First Western Trust Bank
Colorado
– -$227K -475 Closed
LAM
2088
Lountzis Asset Management
Pennsylvania
– -$227K -475 Closed
XWM
2089
Xcel Wealth Management
Florida
– -$226K -474 Closed
BSTWA
2090
Blake Schutter Theil Wealth Advisors
Ohio
– -$225K -472 Closed
MWP
2091
Meridian Wealth Partners
Pennsylvania
– -$225K -472 Closed
SCP
2092
Shorepoint Capital Partners
Massachusetts
– -$225K -471 Closed
EB
2093
Exchange Bank
California
– -$224K -470 Closed
QWM
2094
Quadcap Wealth Management
Texas
– -$224K -469 Closed
LAS
2095
Lloyd Advisory Services
Georgia
– -$222K -466 Closed
PWM
2096
PBMares Wealth Management
Virginia
– -$222K -466 Closed
SF
2097
Symphony Financial
Texas
– -$223K -466 Closed
LP
2098
LGL Partners
Pennsylvania
– -$221K -464 Closed
CWA
2099
CM Wealth Advisors
Ohio
– -$220K -462 Closed
PHWM
2100
Pine Harbor Wealth Management
Maryland
– -$221K -462 Closed
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