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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1876
Riverwater Partners
Wisconsin
– -$291K -5,510 Closed
PCP
1877
Panoramic Capital Partners
Oregon
– -$290K -5,488 Closed
SGI
1878
Summit Global Investments
Utah
– -$287K -5,437 Closed
FMWA
1879
Forvis Mazars Wealth Advisors
Missouri
– -$285K -5,405 Closed
LWA
1880
Lantern Wealth Advisors
New York
– -$285K -5,398 Closed
MAWA
1881
Moss Adams Wealth Advisors
Washington
– -$287K -5,393 Closed
SAM
1882
Strategy Asset Managers
California
– -$282K -5,345 Closed
EWP
1883
E-Wealth Partners
Minnesota
– -$279K -5,276 Closed
KIC
1884
Kensington Investment Counsel
California
– -$275K -5,209 Closed
IB
1885
Intrust Bank
Kansas
– -$271K -5,136 Closed
WA
1886
WealthTrust Axiom
Pennsylvania
– -$269K -5,097 Closed
C
1887
Certuity
Florida
– -$266K -5,074 Closed
GDP
1888
Great Diamond Partners
Maine
– -$268K -5,068 Closed
CT
1889
Chicago Trust
Illinois
– -$265K -5,025 Closed
KCM
1890
Kathmere Capital Management
Pennsylvania
– -$265K -5,016 Closed
CCM
1891
Conway Capital Management
California
– -$264K -4,997 Closed
BWM
1892
BCGM Wealth Management
Indiana
– -$263K -4,977 Closed
MFS
1893
Miller Financial Services
Michigan
– -$261K -4,937 Closed
WP
1894
Westmount Partners
California
– -$260K -4,927 Closed
PCA
1895
Pallas Capital Advisors
Massachusetts
– -$256K -4,850 Closed
MWA
1896
Meridian Wealth Advisors
Texas
– -$256K -4,849 Closed
ODFS
1897
O'Donnell Financial Services
California
– -$256K -4,849 Closed
SC
1898
Searle & Co
Connecticut
– -$255K -4,835 Closed
PWMAG
1899
Pinnacle Wealth Management Advisory Group
New Jersey
– -$255K -4,827 Closed
SWA
1900
Strategies Wealth Advisors
Michigan
– -$254K -4,815 Closed
74 75
76
77 78