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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2576
Elwood & Goetz Wealth Advisory Group
Georgia
– -$220K -617 Closed
TA
2577
TrueWealth Advisors
Alabama
– -$230K -612 Closed
SIAG
2578
Safeguard Investment Advisory Group
California
– -$217K -609 Closed
SC
2579
Shay Capital
New York
– -$217K -609 Closed
NAMM
2580
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$214K -600 Closed
CAWM
2581
Capital Advisors Wealth Management
Washington
– -$208K -583 Closed
CFO
2582
Colony Family Offices
North Carolina
– -$205K -575 Closed
NFG
2583
Nadler Financial Group
Illinois
– -$202K -566 Closed
SLF
2584
Sun Life Financial
Ontario, Canada
– -$182K -512 Closed
ACM
2585
Allred Capital Management
Texas
– -$179K -503 Closed
MF
2586
Manchester Financial
California
– -$179K -502 Closed
LC
2587
Lunia Capital
Texas
– -$132K -370 Closed
MWP
2588
Meridian Wealth Partners
Pennsylvania
– -$123K -346 Closed
TWP
2589
TFO Wealth Partners
Ohio
– -$121K -341 Closed
HI
2590
Human Investing
Oregon
– -$110K -308 Closed
WCM
2591
Wealthcare Capital Management
Virginia
– -$96K -271 Closed
SFMG
2592
Sage Financial Management Group
Virginia
– -$95K -268 Closed
CI
2593
Cavalier Investments
Georgia
– -$74K -209 Closed
AWC
2594
Abundance Wealth Counselors
Pennsylvania
– -$71K -200 Closed
MWM
2595
Mascoma Wealth Management
New Hampshire
– -$66K -185 Closed
GM
2596
GeoWealth Management
Illinois
– -$59K -166 Closed
BHWM
2597
Bay Harbor Wealth Management
Maryland
– -$58K -162 Closed
MLFP
2598
MPS Loria Financial Planners
Illinois
– -$37K -105 Closed
SMFG
2599
Sumitomo Mitsui Financial Group
Japan
– -$35K -97 Closed
BC
2600
Barnett & Company
Tennessee
– -$19K -52 Closed
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