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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2401
Financial Advisors
Massachusetts
– -$236K -1,755 Closed
PSP
2402
Principal Street Partners
Tennessee
– -$236K -1,753 Closed
IAA
2403
Ironsides Asset Advisors
North Carolina
– -$235K -1,750 Closed
LA
2404
Latitude Advisors
Florida
– -$234K -1,742 Closed
CFS
2405
CRA Financial Services
New Jersey
– -$234K -1,740 Closed
AWA
2406
Amplius Wealth Advisors
Pennsylvania
– -$233K -1,734 Closed
WW
2407
Westshore Wealth
California
– -$233K -1,733 Closed
BAM
2408
Berkshire Asset Management
Pennsylvania
– -$233K -1,732 Closed
SAM
2409
SP Asset Management
California
– -$232K -1,728 Closed
CCA
2410
Cottonwood Capital Advisors
Utah
– -$232K -1,726 Closed
HLOC
2411
H.L. Ormond & Company
North Carolina
– -$232K -1,726 Closed
JIC
2412
Joel Isaacson & Co
New York
– -$226K -1,717 Closed
WFAG
2413
Wescott Financial Advisory Group
Pennsylvania
– -$231K -1,717 Closed
KWM
2414
Kaydan Wealth Management
Michigan
– -$230K -1,710 Closed
BI
2415
Ballast Inc
Kentucky
– -$229K -1,707 Closed
RWA
2416
RGT Wealth Advisors
Texas
– -$229K -1,703 Closed
FNFDCM
2417
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$228K -1,698 Closed
SCA
2418
Sandy Cove Advisors
Massachusetts
– -$228K -1,694 Closed
OWA
2419
Octavia Wealth Advisors
Ohio
– -$228K -1,691 Closed
EWM
2420
EPG Wealth Management
Georgia
– -$227K -1,684 Closed
WAS
2421
Wealth Advisory Solutions
Indiana
– -$227K -1,684 Closed
CWM
2422
Cabot Wealth Management
Massachusetts
– -$226K -1,681 Closed
FTA
2423
Financial & Tax Architects
Missouri
– -$226K -1,680 Closed
LA
2424
LexAurum Advisors
Kansas
– -$225K -1,669 Closed
HT
2425
Heritage Trust
Oklahoma
– -$224K -1,664 Closed
95 96
97
98 99