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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
3576
ARS Investment Partners
New York
– -$345K -2,580 Closed
AWA
3577
ARQ Wealth Advisors
Arizona
– -$232K -2,490 Closed
BCG
3578
Bravias Capital Group
New Jersey
– -$328K -2,450 Closed
CWA
3579
Continuum Wealth Advisors
New York
– -$313K -2,340 Closed
SWM
3580
SilverOak Wealth Management
Minnesota
– -$305K -2,280 Closed
CWM
3581
Challenger Wealth Management
California
– -$303K -2,260 Closed
BCG
3582
BayBridge Capital Group
California
– -$300K -2,240 Closed
DP
3583
Divergent Planning
Maryland
– -$290K -2,240 Closed
GWM
3584
Gitterman Wealth Management
New Jersey
– -$299K -2,230 Closed
G
3585
GenTrust
Florida
– -$287K -2,140 Closed
BAM
3586
Berkshire Asset Management
Pennsylvania
– -$284K -2,120 Closed
DWA
3587
Delap Wealth Advisory
Oregon
– -$268K -2,000 Closed
PIM
3588
Parker Investment Management
California
– -$268K -2,000 Closed
WTG
3589
West Tower Group
Virginia
– -$268K -2,000 Closed
PWM
3590
Penobscot Wealth Management
Maine
– -$266K -1,990 Closed
PFM
3591
Potomac Fund Management
Florida
– -$241K -1,930 Closed
PPWM
3592
Perissos Private Wealth Management
Oklahoma
– -$257K -1,920 Closed
TA
3593
Teramo Advisors
Florida
– -$257K -1,920 Closed
ODA
3594
One Degree Advisors
California
– -$253K -1,890 Closed
LWA
3595
LifeGoal Wealth Advisors
New York
– -$250K -1,870 Closed
SC
3596
Summa Corp
Texas
– -$249K -1,860 Closed
HA
3597
Hamel Associates
New Jersey
– -$237K -1,770 Closed
PAMG
3598
Patton Albertson Miller Group
Tennessee
– -$237K -1,770 Closed
SEP
3599
Southland Equity Partners
Missouri
– -$237K -1,770 Closed
HI
3600
Human Investing
Oregon
– -$236K -1,760 Closed
142 143
144
145 146