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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2751
Everhart Financial Group
Ohio
– -$359K -1,379 Closed
IWA
2752
IBEX Wealth Advisors
New Jersey
– -$359K -1,379 Closed
KFA
2753
Kelleher Financial Advisors
New York
– -$356K -1,370 Closed
SAS
2754
Stelac Advisory Services
New York
– -$355K -1,364 Closed
GIM
2755
Grassi Investment Management
California
– -$346K -1,329 Closed
TWM
2756
Triton Wealth Management
Arizona
– -$350K -1,301 Closed
BWA
2757
Beam Wealth Advisors
Louisiana
– -$332K -1,274 Closed
PHM
2758
Prospect Hill Management
New Jersey
– -$325K -1,250 Closed
WCAMG
2759
Woodard & Company Asset Management Group
North Carolina
– -$325K -1,250 Closed
MCM
2760
Monument Capital Management
Virginia
– -$318K -1,223 Closed
LF
2761
Lantz Financial
Illinois
– -$318K -1,222 Closed
MAM
2762
MMA Asset Management
Pennsylvania
– -$315K -1,211 Closed
CIEP
2763
Constellation Investimentos e Participacoes
Brazil
– -$312K -1,200 Closed
CCM
2764
Cox Capital Management
Massachusetts
– -$312K -1,200 Closed
TM
2765
Titan Managers
Arizona
– -$312K -1,199 Closed
SFO
2766
Stokes Family Office
Louisiana
– -$311K -1,196 Closed
JF
2767
JSF Financial
California
– -$307K -1,179 Closed
SFG
2768
Sovereign Financial Group
Connecticut
– -$304K -1,168 Closed
BONH
2769
Bank of New Hampshire
New Hampshire
– -$337K -1,157 Closed
LDFR
2770
Lehman & Derafelo Financial Resources
Pennsylvania
– -$296K -1,137 Closed
RZH
2771
Relyea Zuckerberg Hanson
Connecticut
– -$296K -1,137 Closed
BCP
2772
Blue Chip Partners
Michigan
– -$295K -1,133 Closed
PWM
2773
Peterson Wealth Management
Nevada
– -$293K -1,127 Closed
RWA
2774
River Wealth Advisors
Pennsylvania
– -$291K -1,119 Closed
HCM
2775
Howard Capital Management
Georgia
– -$264K -1,106 Closed
109 110
111
112 113