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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2501
Cozad Asset Management
Illinois
– -$205K -1,115 Closed
AGC
2502
Aspen Grove Capital
Colorado
– -$204K -1,110 Closed
BCP
2503
Berkeley Capital Partners
Georgia
– -$204K -1,110 Closed
IAS
2504
Integrity Advisory Solutions
Texas
– -$204K -1,110 Closed
LSPW
2505
Lake Street Private Wealth
Illinois
– -$204K -1,110 Closed
M1FG
2506
Mach-1 Financial Group
Arkansas
– -$204K -1,110 Closed
MIP
2507
Marietta Investment Partners
Wisconsin
– -$203K -1,105 Closed
NCFG
2508
New Century Financial Group
New Jersey
– -$203K -1,105 Closed
SWG
2509
Summit Wealth Group
Vermont
– -$202K -1,100 Closed
VAF
2510
Values Added Financial
District of Columbia
– -$202K -1,100 Closed
WIM
2511
Warwick Investment Management
Texas
– -$202K -1,100 Closed
ABTD
2512
Arvest Bank Trust Division
Oklahoma
– -$201K -1,090 Closed
DWM
2513
Destination Wealth Management
California
– -$197K -1,070 Closed
RA
2514
Rise Advisors
New York
– -$197K -1,070 Closed
NC
2515
North Capital
Utah
– -$172K -935 Closed
HWA
2516
Heartwood Wealth Advisors
Virginia
– -$171K -930 Closed
CWM
2517
Crowley Wealth Management
Delaware
– -$164K -890 Closed
GCM
2518
Gladstone Capital Management
United Kingdom
– -$138K -750 Closed
JWM
2519
JPL Wealth Management
Colorado
– -$137K -745 Closed
BCM
2520
Barrier Capital Management
California
– -$128K -695 Closed
FF
2521
Francis Financial
– -$212K -650 Closed
ABWM
2522
Alpine Bank Wealth Management
Colorado
– -$110K -600 Closed
MCI
2523
MRP Capital Investments
Georgia
– -$87.4K -425 Closed
MSG
2524
Main Street Group
Virginia
– -$70.9K -385 Closed
FLFS
2525
Family Legacy Financial Solutions
North Carolina
– -$62.6K -340 Closed
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