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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
2701
Nadler Financial Group
Illinois
– -$207K -580 Closed
IA
2702
IFG Advisory
Georgia
– -$206K -577 Closed
ETIA
2703
Epic Trust Investment Advisors
Washington
– -$206K -576 Closed
FA
2704
Fountainhead AM
New Jersey
– -$205K -575 Closed
FAP
2705
Financial Advisory Partners
Florida
– -$204K -571 Closed
BWA
2706
Brave Warrior Advisors
New York
– -$203K -569 Closed
WE
2707
Wealth Effects
Massachusetts
– -$203K -569 Closed
MA
2708
MONECO Advisors
Connecticut
– -$203K -567 Closed
BB
2709
Berkshire Bank
Massachusetts
– -$201K -563 Closed
W
2710
Wealthquest
Ohio
– -$201K -562 Closed
TVAMP
2711
Tennessee Valley Asset Management Partners
Tennessee
– -$200K -560 Closed
BHWM
2712
Beaird Harris Wealth Management
Texas
– -$185K -518 Closed
SCA
2713
Sandy Cove Advisors
Massachusetts
– -$182K -508 Closed
LWMNY
2714
Landmark Wealth Management (New York)
New York
– -$497 -497 Closed
CAGAS
2715
Capital Advisory Group Advisory Services
Minnesota
– -$150K -420 Closed
FFA
2716
Freedman Financial Associates
Massachusetts
– -$151K -411 Closed
TLCM
2717
Twin Lakes Capital Management
California
– -$97K -271 Closed
SPWM
2718
Spartan Planning & Wealth Management
North Carolina
– -$85K -239 Closed
SMFG
2719
Sumitomo Mitsui Financial Group
Japan
– -$58K -159 Closed
CI
2720
Cordant Inc
Oregon
– -$32K -89 Closed
GCA
2721
Greenwood Capital Associates
South Carolina
– -$26K -72 Closed
MFA
2722
McClarren Financial Advisors
Pennsylvania
– -$16K -45 Closed
DFCM
2723
Dark Forest Capital Management
Puerto Rico
– -$15K -44 Closed
SC
2724
Steph & Co
Wisconsin
– -$13K -35 Closed
EFS
2725
Econ Financial Services
Pennsylvania
– -$5K -15 Closed
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110