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Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2501
Marietta Investment Partners
Wisconsin
– -$203K -1,105 Closed
NCFG
2502
New Century Financial Group
New Jersey
– -$203K -1,105 Closed
SWG
2503
Summit Wealth Group
Vermont
– -$202K -1,100 Closed
VAF
2504
Values Added Financial
District of Columbia
– -$202K -1,100 Closed
WIM
2505
Warwick Investment Management
Texas
– -$202K -1,100 Closed
ABTD
2506
Arvest Bank Trust Division
Oklahoma
– -$201K -1,090 Closed
DWM
2507
Destination Wealth Management
California
– -$197K -1,070 Closed
RA
2508
Rise Advisors
New York
– -$197K -1,070 Closed
NC
2509
North Capital
Utah
– -$172K -935 Closed
HWA
2510
Heartwood Wealth Advisors
Virginia
– -$171K -930 Closed
CWM
2511
Crowley Wealth Management
Delaware
– -$164K -890 Closed
GCM
2512
Gladstone Capital Management
United Kingdom
– -$138K -750 Closed
JWM
2513
JPL Wealth Management
Colorado
– -$137K -745 Closed
BCM
2514
Barrier Capital Management
California
– -$128K -695 Closed
FF
2515
Francis Financial
– -$212K -650 Closed
ABWM
2516
Alpine Bank Wealth Management
Colorado
– -$110K -600 Closed
MCI
2517
MRP Capital Investments
Georgia
– -$87.4K -425 Closed
MSG
2518
Main Street Group
Virginia
– -$70.9K -385 Closed
FLFS
2519
Family Legacy Financial Solutions
North Carolina
– -$62.6K -340 Closed
RF
2520
Robbins Farley
New Hampshire
– -$53.4K -290 Closed
TIM
2521
Tortoise Investment Management
New York
– -$53.4K -290 Closed
FIM
2522
FWL Investment Management
Texas
– -$43.3K -235 Closed
GCGDR
2523
Geo Capital Gestora de Recursos
Brazil
– -$34K -185 Closed
CH
2524
Canton Hathaway
Rhode Island
– -$28K -150 Closed
HFS
2525
Hopwood Financial Services
Virginia
– -$23K -125 Closed
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