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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2426
Sandbox Financial Partners
Maryland
– -$276K -1,804 Closed
B
2427
Bellecapital
Switzerland
– -$276K -1,800 Closed
MSA
2428
Marino Stram & Associates
Massachusetts
– -$276K -1,800 Closed
WHG
2429
Westwood Holdings Group
Texas
– -$273K -1,785 Closed
CG
2430
CFO4Life Group
Texas
– -$273K -1,784 Closed
TWM
2431
Thrive Wealth Management
Pennsylvania
– -$272K -1,774 Closed
GDP
2432
Great Diamond Partners
Maine
– -$272K -1,773 Closed
SC
2433
Summa Corp
Texas
– -$267K -1,745 Closed
AFA
2434
AA Financial Advisors
Ohio
– -$265K -1,731 Closed
NPA
2435
Nichols & Pratt Advisers
Massachusetts
– -$265K -1,730 Closed
OL
2436
one8zero8 LLC
North Carolina
– -$264K -1,725 Closed
EIA
2437
Edgemoor Investment Advisors
Maryland
– -$263K -1,717 Closed
E
2438
Evansbrook
Illinois
– -$260K -1,695 Closed
HP
2439
Holistic Planning
Texas
– -$260K -1,695 Closed
NCM
2440
Northside Capital Management
Oregon
– -$259K -1,690 Closed
MWM
2441
Modera Wealth Management
New Jersey
– -$258K -1,686 Closed
CHA
2442
Cooper/Haims Advisors
New York
– -$258K -1,685 Closed
BBES
2443
Buffalo Business & Estate Services
New York
– -$255K -1,665 Closed
SIP
2444
Snowwater Investment Partners
Connecticut
– -$255K -1,665 Closed
BFA
2445
Benedict Financial Advisors
Georgia
– -$254K -1,655 Closed
GGA
2446
Granite Group Advisors
Connecticut
– -$254K -1,655 Closed
QF
2447
QVT Financial
New York
– -$254K -1,655 Closed
TWM
2448
Thryve Wealth Management
Texas
– -$254K -1,655 Closed
GIA
2449
Guyasuta Investment Advisors
Pennsylvania
– -$253K -1,650 Closed
SFA
2450
Souders Financial Advisors
Ohio
– -$252K -1,648 Closed
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98
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