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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2601
Kowal Investment Group
Wisconsin
– -$303K -1,606 Closed
BFA
2602
Beacon Financial Advisory
Ohio
– -$303K -1,605 Closed
CST
2603
Charles Schwab Trust
Nevada
– -$301K -1,596 Closed
IF
2604
Insight Folios
North Carolina
– -$300K -1,589 Closed
BO
2605
BRR OpCo
Ohio
– -$299K -1,588 Closed
LCP
2606
Legacy Capital Partners
Wisconsin
– -$299K -1,585 Closed
TI
2607
TTP Investments
California
– -$298K -1,582 Closed
FWP
2608
Firethorn Wealth Partners
Georgia
– -$297K -1,574 Closed
OTL
2609
Oak Thistle LLC
New York
– -$293K -1,553 Closed
BHTS
2610
Bar Harbor Trust Services
Maine
– -$291K -1,545 Closed
ES
2611
Eagle Strategies
New York
– -$289K -1,532 Closed
EA
2612
Eudaimonia Advisors
Tennessee
– -$287K -1,523 Closed
AIA
2613
Angeles Investment Advisors
California
– -$286K -1,518 Closed
OCPWS
2614
One Charles Private Wealth Services
Massachusetts
– -$286K -1,516 Closed
NGA
2615
Naples Global Advisors
Florida
– -$285K -1,511 Closed
OCM
2616
Objective Capital Management
Ohio
– -$285K -1,510 Closed
CWA
2617
Consilio Wealth Advisors
Washington
– -$285K -1,509 Closed
AB
2618
Atlas Brown
Kentucky
– -$284K -1,506 Closed
CL
2619
Choreo LLC
Illinois
– -$283K -1,499 Closed
CA
2620
Continuum Advisory
Idaho
– -$283K -1,499 Closed
RPCONE
2621
Retirement Planning Company of New England
Rhode Island
– -$282K -1,497 Closed
MFS
2622
Madrona Financial Services
Washington
– -$280K -1,484 Closed
CPC
2623
Consolidated Planning Corp
Georgia
– -$277K -1,470 Closed
CFO
2624
Collective Family Office
Pennsylvania
– -$277K -1,468 Closed
WAG
2625
Winthrop Advisory Group
Massachusetts
– -$277K -1,468 Closed
103 104
105
106 107