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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1601
Schiavi & Co
Delaware
– -$210K -2,577 Closed
BLFG
1602
Brian Low Financial Group
Louisiana
– -$210K -2,569 Closed
BTWM
1603
Baker Tilly Wealth Management
Wisconsin
– -$210K -2,567 Closed
MPM
1604
MBB Public Markets
Illinois
– -$209K -2,560 Closed
ML
1605
McAdam LLC
Pennsylvania
– -$207K -2,536 Closed
ZIC
1606
ZWJ Investment Counsel
Georgia
– -$206K -2,527 Closed
LT
1607
Legacy Trust
Michigan
– -$206K -2,526 Closed
PFGIA
1608
Patriot Financial Group Insurance Agency
Massachusetts
– -$206K -2,521 Closed
AF
1609
AtlasMark Financial
Texas
– -$205K -2,516 Closed
CIA
1610
Choate Investment Advisors
Massachusetts
– -$205K -2,515 Closed
TCG
1611
Transcendent Capital Group
Oklahoma
– -$205K -2,514 Closed
SP
1612
Stablepoint Partners
Massachusetts
– -$205K -2,507 Closed
FA
1613
Fiduciary Alliance
South Carolina
– -$204K -2,495 Closed
PBC
1614
Pavion Blue Capital
California
– -$204K -2,495 Closed
BFG
1615
Birch Financial Group
New Hampshire
– -$203K -2,489 Closed
CG
1616
Clarus Group
Texas
– -$203K -2,484 Closed
JPWM
1617
Jamison Private Wealth Management
Georgia
– -$202K -2,477 Closed
RFA
1618
Register Financial Advisors
Georgia
– -$202K -2,475 Closed
CCB
1619
Country Club Bank
Missouri
– -$201K -2,471 Closed
PGH
1620
Partners Group Holding
Switzerland
– -$202K -2,470 Closed
T
1621
Transce3nd
Texas
– -$184K -2,254 Closed
GM
1622
GeoWealth Management
Illinois
– -$138K -1,690 Closed
HBT
1623
Hills Bank & Trust
Iowa
– -$109K -1,332 Closed
KWM
1624
Kiker Wealth Management
Georgia
– -$81.1K -993 Closed
GC
1625
Garde Capital
Washington
– -$77.3K -947 Closed
63 64
65
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