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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2051
Madrona Financial Services
Washington
– -$236K -2,760 Closed
OWM
2052
OneAscent Wealth Management
Alabama
– -$235K -2,748 Closed
AWE
2053
Avidian Wealth Enterprises
Texas
– -$234K -2,741 Closed
NI
2054
Natural Investments
California
– -$233K -2,739 Closed
ACM
2055
Ashford Capital Management
Delaware
– -$233K -2,730 Closed
CWA
2056
Consilio Wealth Advisors
Washington
– -$233K -2,725 Closed
MAWA
2057
Moss Adams Wealth Advisors
Washington
– -$232K -2,724 Closed
RSWM
2058
Robertson Stephens Wealth Management
California
– -$231K -2,712 Closed
OL
2059
OneFund LLC
Florida
– -$231K -2,710 Closed
MIH
2060
Meitav Investment House
Israel
– -$231K -2,706 Closed
EI
2061
Ellevest Inc
New York
– -$231K -2,705 Closed
WIA
2062
Westbourne Investment Advisors
Maryland
– -$230K -2,700 Closed
AC
2063
Avory & Company
Florida
– -$230K -2,694 Closed
MFG
2064
Menard Financial Group
Texas
– -$229K -2,684 Closed
OL
2065
Optas LLC
Texas
– -$228K -2,675 Closed
PL
2066
Plancorp LLC
Missouri
– -$228K -2,674 Closed
BAM
2067
Boyar Asset Management
New York
– -$228K -2,669 Closed
CM
2068
Cercano Management
Washington
– -$227K -2,665 Closed
OL
2069
one8zero8 LLC
North Carolina
– -$227K -2,661 Closed
AWM
2070
Aprio Wealth Management
Georgia
– -$226K -2,651 Closed
CA
2071
Cornerstone Advisory
Maryland
– -$206K -2,645 Closed
LWM
2072
Lodestone Wealth Management
Washington
– -$225K -2,636 Closed
FHC
2073
First Heartland Consultants
Missouri
– -$225K -2,631 Closed
KCM
2074
KRS Capital Management
Michigan
– -$223K -2,616 Closed
IA
2075
IFG Advisory
Georgia
– -$223K -2,608 Closed
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83
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