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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2351
Bay Colony Advisors
Massachusetts
– -$527K -3,437 Closed
VCWM
2352
Vista Cima Wealth Management
Arizona
– -$525K -3,430 Closed
PFA
2353
Pathway Financial Advisers
Indiana
– -$522K -3,406 Closed
WMP
2354
Wealth Management Partners
Arizona
– -$512K -3,345 Closed
BWM
2355
BNB Wealth Management
Maryland
– -$502K -3,275 Closed
RS
2356
R Squared
Hong Kong
– -$492K -3,209 Closed
EML
2357
Eos Management LP
New York
– -$490K -3,200 Closed
MSWA
2358
Marshall & Sterling Wealth Advisors
New York
– -$487K -3,176 Closed
AL
2359
Aspiriant LLC
California
– -$480K -3,135 Closed
SFWC
2360
Strategic Family Wealth Counselors
New Jersey
– -$390K -3,113 Closed
FPI
2361
Financial Plan Inc
Washington
– -$466K -3,045 Closed
CCI
2362
Credit Capital Investments
New Jersey
– -$460K -3,000 Closed
OHWP
2363
Oak Harbor Wealth Partners
North Carolina
– -$459K -2,994 Closed
HIC
2364
Holderness Investments Company
North Carolina
– -$455K -2,970 Closed
SIM
2365
Sentry Investment Management
Wisconsin
– -$447K -2,920 Closed
OIA
2366
Oakmont Investment Advisors
Pennsylvania
– -$444K -2,900 Closed
FFA
2367
Founders Financial Alliance
North Carolina
– -$438K -2,859 Closed
IFA
2368
Index Fund Advisors
California
– -$436K -2,848 Closed
SHFP
2369
Second Half Financial Partners
Florida
– -$431K -2,815 Closed
SSCA
2370
South Shore Capital Advisors
Massachusetts
– -$425K -2,775 Closed
LA
2371
Lifeworks Advisors
Michigan
– -$423K -2,760 Closed
CIG
2372
Cascade Investment Group
Colorado
– -$418K -2,730 Closed
CWMK
2373
Caliber Wealth Management (Kansas)
Kansas
– -$406K -2,653 Closed
NICM
2374
Neo Ivy Capital Management
New York
– -$400K -2,611 Closed
MW
2375
Marble Wealth
Alabama
– -$390K -2,547 Closed
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95
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