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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
3301
Foster & Motley
Ohio
– -$226K -2,530 Closed
SIM
3302
Seaview Investment Managers
Florida
– -$223K -2,500 Closed
SPWG
3303
Syntegra Private Wealth Group
Missouri
– -$223K -2,500 Closed
BC
3304
Bridgefront Capital
Texas
– -$218K -2,450 Closed
SIA
3305
Sovereign Investment Advisors
Arizona
– -$217K -2,440 Closed
LWMT
3306
Legacy Wealth Management (Tennessee)
Tennessee
– -$217K -2,430 Closed
RYIA
3307
Roehl & Yi Investment Advisors
Oregon
– -$216K -2,420 Closed
FWM
3308
FFT Wealth Management
Pennsylvania
– -$209K -2,350 Closed
PA
3309
Promethium Advisors
Maryland
– -$209K -2,350 Closed
AFGAS
3310
Allegiance Financial Group Advisory Services
Virginia
– -$207K -2,320 Closed
AT
3311
American Trust
Kentucky
– -$206K -2,310 Closed
LFGO
3312
Legacy Financial Group (Oklahoma)
Oklahoma
– -$205K -2,300 Closed
NLWP
3313
Next Level Wealth Planning
Idaho
– -$205K -2,300 Closed
LWM
3314
Lionshead Wealth Management
New York
– -$204K -2,290 Closed
BWA
3315
Bordeaux Wealth Advisors
California
– -$203K -2,280 Closed
KAM
3316
KEB Asset Management
Illinois
– -$203K -2,280 Closed
BCG
3317
Bravias Capital Group
New Jersey
– -$217K -2,220 Closed
SC
3318
Stance Capital
Massachusetts
– -$192K -2,150 Closed
TCG
3319
Transcendent Capital Group
Oklahoma
– -$182K -2,040 Closed
BC
3320
Bayforest Capital
United Kingdom
– -$169K -1,900 Closed
MA
3321
Modus Advisors
Minnesota
– -$158K -1,770 Closed
LG
3322
LAM Group
Oregon
– -$134K -1,500 Closed
NPFS
3323
Novak & Powell Financial Services
Florida
– -$127K -1,420 Closed
HI
3324
Human Investing
Oregon
– -$120K -1,350 Closed
FFA
3325
Fairfield Financial Advisors
Massachusetts
– -$108K -1,210 Closed
131 132
133
134 135