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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2801
Fiduciary Alliance
South Carolina
– -$187K -537 Closed
MA
2802
MKT Advisors
California
– -$200K -530 Closed
RFM
2803
Royal Fund Management
Florida
– -$184K -528 Closed
SC
2804
Seldon Capital
California
– -$158K -454 Closed
BHWM
2805
Beaird Harris Wealth Management
Texas
– -$129K -371 Closed
CAS
2806
Coppell Advisory Solutions
Texas
– -$106K -304 Closed
CASC
2807
Coppell Advisory Solutions Corp
Texas
– -$106K -304 Closed
RBC
2808
Romano Brothers & Co
Illinois
– -$104K -299 Closed
FIM
2809
FWL Investment Management
Texas
– -$97.4K -280 Closed
RWMH
2810
Riverpoint Wealth Management Holdings
Illinois
– -$80.3K -231 Closed
MWM
2811
MinichMacGregor Wealth Management
New York
– -$70.6K -203 Closed
WI
2812
WJ Interests
Texas
– -$52.2K -150 Closed
Q
2813
QVR
California
– -$50.8K -146 Closed
OCM
2814
Osterweis Capital Management
California
– -$42.1K -121 Closed
MPCL
2815
My Personal CFO LLC
Washington
– -$29.2K -84 Closed
EE
2816
EWG Elevate
California
– -$27.5K -79 Closed
CA
2817
Corrado Advisors
New Jersey
– -$22.6K -65 Closed
FWA
2818
Freedom Wealth Alliance
Wisconsin
– -$19.8K -57 Closed
OWA
2819
One Wealth Advisors
California
– -$18.1K -52 Closed
KIA
2820
Kraematon Investment Advisors
Massachusetts
– -$16K -46 Closed
AF
2821
Affiance Financial
Minnesota
– -$13.9K -40 Closed
FCAS
2822
First Command Advisory Services
Texas
– -$6.17K -17 -85%
MSCM
2823
McElhenny Sheffield Capital Management
Texas
– -$5.56K -16 Closed
TWD
2824
True Wealth Design
Ohio
– -$4.17K -12 Closed
SWG
2825
Summit Wealth Group
Vermont
– +$29.6M +81,404 New
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