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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
3551
JMG Financial Group
Illinois
– -$774K -5,780 Closed
WMWM
3552
Whitaker-Myers Wealth Managers
Ohio
– -$737K -5,500 Closed
SIG
3553
Sargent Investment Group
Maryland
– -$616K -5,230 Closed
RAM
3554
Readystate Asset Management
Illinois
– -$580K -4,330 Closed
CPSAC
3555
Chas P. Smith & Associates (CPS)
Florida
– -$538K -4,020 Closed
TBWA
3556
Three Bridge Wealth Advisors
California
– -$504K -3,760 Closed
AWA
3557
Amplius Wealth Advisors
Pennsylvania
– -$491K -3,670 Closed
SG
3558
Sharper & Granite
California
– -$456K -3,550 Closed
EA
3559
Efficient Advisors
Ohio
– -$473K -3,530 Closed
PCWA
3560
Pacific Capital Wealth Advisors
California
– -$445K -3,450 Closed
ACM
3561
Alethea Capital Management
Washington
– -$454K -3,390 Closed
W
3562
Wealthquest
Ohio
– -$427K -3,190 Closed
HT
3563
Headlands Technologies
Illinois
– -$418K -3,120 Closed
BMM
3564
Berkshire Money Management
Massachusetts
– -$411K -3,070 Closed
AGDI
3565
Absolute Gestao de Investimentos
Brazil
– -$402K -3,000 Closed
GIM
3566
Groesbeck Investment Management
New Jersey
– -$402K -3,000 Closed
CWMK
3567
Caliber Wealth Management (Kansas)
Kansas
– -$395K -2,950 Closed
MPM
3568
MBB Public Markets
Illinois
– -$383K -2,860 Closed
ODIJL
3569
One Day In July LLC
Vermont
– -$372K -2,780 Closed
BWM
3570
BankPlus Wealth Management
Mississippi
– -$364K -2,720 Closed
ICM
3571
Innovator Capital Management
Illinois
– -$360K -2,690 Closed
AIP
3572
ARS Investment Partners
New York
– -$345K -2,580 Closed
AWA
3573
ARQ Wealth Advisors
Arizona
– -$232K -2,490 Closed
BCG
3574
Bravias Capital Group
New Jersey
– -$328K -2,450 Closed
CWA
3575
Continuum Wealth Advisors
New York
– -$313K -2,340 Closed
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143
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