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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2601
Advisor OS
Illinois
– -$205K -875 Closed
CCA
2602
Conestoga Capital Advisors
Pennsylvania
– -$204K -870 Closed
MFG
2603
Menard Financial Group
Texas
– -$203K -868 Closed
OIM
2604
Oder Investment Management
California
– -$191K -819 Closed
CWM
2605
Curi Wealth Management
North Carolina
– -$145K -622 Closed
BSSFA
2606
Baron Silver Stevens Financial Advisors
Florida
– -$128K -547 Closed
CDIA
2607
Capital Directions Investment Advisors
Georgia
– -$107K -459 Closed
GWM
2608
Greenhouse Wealth Management
Connecticut
– -$107K -455 Closed
Q
2609
QVR
California
– -$103K -407 Closed
SAM
2610
Simplify Asset Management
Nevada
– -$73K -312 Closed
MCM
2611
McMillion Capital Management
North Carolina
– -$71K -302 Closed
TI
2612
Truehand Inc
New Hampshire
– -$70K -300 Closed
LWA
2613
Lowe Wealth Advisors
Maryland
– -$60K -255 Closed
WFA
2614
Wells Financial Advisors
Massachusetts
– -$59K -250 Closed
SIAG
2615
Safeguard Investment Advisory Group
California
– -$30K -131 Closed
PH
2616
Pinnacle Holdings
Oklahoma
– -$29.3K -125 Closed
VCG
2617
Vantage Consulting Group
Virginia
– -$29K -125 Closed
FPCG
2618
Fort Pitt Capital Group
Pennsylvania
– -$23K -100 Closed
TI
2619
tru Independence
Oregon
– -$16 -67 Closed
FPFS
2620
First Personal Financial Services
North Carolina
– -$13K -57 Closed
IA
2621
Inspire Advisors
Idaho
– -$10K -44 Closed
BWA
2622
Burt Wealth Advisors
Maryland
– -$5K -23 Closed
AW
2623
Avion Wealth
Texas
– -$1K -5 Closed
101 102 103 104
105