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Name Holding Trade Value Shares
Change
Change in
Stake
OL
3126
Optas LLC
Texas
– -$284K -9,824 Closed
PWM
3127
Palumbo Wealth Management
New York
– -$280K -9,674 Closed
PWM
3128
Paulson Wealth Management
Illinois
– -$276K -9,545 Closed
EIP
3129
Ellis Investment Partners
Pennsylvania
– -$275K -9,511 Closed
CPP
3130
Capasso Planning Partners
South Carolina
– -$274K -9,478 Closed
SSW
3131
Smith Shellnut Wilson
Mississippi
– -$273K -9,449 Closed
BWG
3132
Boomfish Wealth Group
Georgia
– -$273K -9,445 Closed
MCM
3133
McDonough Capital Management
Florida
– -$272K -9,414 Closed
SW
3134
SkyOak Wealth
Michigan
– -$270K -9,336 Closed
IA
3135
IAM Advisory
Pennsylvania
– -$268K -9,264 Closed
IIM
3136
InTrack Investment Management
Vermont
– -$267K -9,218 Closed
KLI
3137
Kelman-Lazarov Inc
Tennessee
– -$266K -9,176 Closed
TWM
3138
Trueblood Wealth Management
Ohio
– -$265K -9,159 Closed
ECM
3139
ExodusPoint Capital Management
New York
– -$241K -8,884 Closed
WCFA
3140
Walkner Condon Financial Advisors
Wisconsin
– -$257K -8,882 Closed
VAS
3141
Vestmark Advisory Solutions
Massachusetts
– -$257K -8,878 Closed
EHWM
3142
Eads & Heald Wealth Management
Georgia
– -$256K -8,858 Closed
TC
3143
TAP Consulting
Missouri
– -$253K -8,734 Closed
SFS
3144
Strategic Financial Services
New York
– -$251K -8,673 Closed
MGAM
3145
McGowan Group Asset Management
Texas
– -$248K -8,553 Closed
BIP
3146
Blueprint Investment Partners
North Carolina
– -$244K -8,444 Closed
FWM
3147
Fairhaven Wealth Management
Illinois
– -$243K -8,392 Closed
SWG
3148
Summit Wealth Group
Vermont
– -$242K -8,368 Closed
MHWM
3149
Montz Harcus Wealth Management
Louisiana
– -$241K -8,317 Closed
WP
3150
WealthPLAN Partners
Nebraska
– -$239K -8,271 Closed