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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
4226
Walden Wealth Partners
Ohio
– -$239K -467 Closed
GFP
4227
Guardian Financial Partners
California
– -$221K -455 Closed
SWM
4228
Soundmark Wealth Management
Washington
– -$220K -452 Closed
FA
4229
Faithward Advisors
Pennsylvania
– -$210K -432 Closed
BAMG
4230
Brand Asset Management Group
Missouri
– -$201K -414 Closed
CFO
4231
Custos Family Office
Texas
– -$201K -413 Closed
CCC
4232
Chelsea Counsel Company
California
– -$194K -400 Closed
NC
4233
nVerses Capital
Florida
– -$146K -300 Closed
SIMG
4234
Stephens Investment Management Group
Texas
– -$131K -270 Closed
CWAF
4235
Core Wealth Advisors (Florida)
Florida
– -$119K -246 Closed
CBT
4236
CoreFirst Bank & Trust
Kansas
– -$91.8K -189 Closed
FFWA
4237
FRG Family Wealth Advisors
Washington
– -$79.6K -185 Closed
PAM
4238
Palisade Asset Management
Minnesota
– -$53.4K -110 Closed
FSWA
4239
Financial Synergies Wealth Advisors
Texas
– -$25.8K -53 Closed
BMC
4240
Bear Mountain Capital
Washington
– -$9.88K -20 Closed
GFL
4241
Granite FO LLC
New Hampshire
– -$9.3K -18 Closed
TWP
4242
TFO Wealth Partners
Ohio
– -$7.28K -15 Closed
BFP
4243
Briaud Financial Planning
Texas
– -$486 -1 Closed
166 167 168 169
170