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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2176
Prentice Wealth Management
New York
– -$247K -2,857 Closed
BBW
2177
Blue Barn Wealth
Utah
– -$246K -2,855 Closed
AWA
2178
Aaron Wealth Advisors
Illinois
– -$245K -2,849 Closed
CHJWM
2179
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$239K -2,845 Closed
RIM
2180
Redwood Investment Management
Arizona
– -$243K -2,829 Closed
MWA
2181
Meridian Wealth Advisors
Texas
– -$243K -2,818 Closed
CIAS
2182
CBIZ Investment Advisory Services
Ohio
– -$241K -2,800 Closed
W
2183
WealthOne
New York
– -$241K -2,797 Closed
OMIC
2184
Old Mission Investment Co
Michigan
– -$238K -2,766 Closed
CPA
2185
Capital Planning Advisors
California
– -$237K -2,757 Closed
PW
2186
Peninsula Wealth
California
– -$237K -2,754 Closed
UBV
2187
United Bank (Virginia)
Virginia
– -$237K -2,749 Closed
PJSIMP
2188
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$230K -2,745 Closed
QP
2189
Quilter Plc
United Kingdom
– -$234K -2,720 Closed
WFA
2190
Wade Financial Advisory
California
– -$234K -2,715 Closed
NWM
2191
NEIRG Wealth Management
Massachusetts
– -$234K -2,714 Closed
FPCP
2192
Fort Point Capital Partners
California
– -$232K -2,699 Closed
AMR
2193
Asset Management Resources
Massachusetts
– -$232K -2,696 Closed
MW
2194
MBL Wealth
North Carolina
– -$231K -2,679 Closed
H
2195
HoyleCohen
California
– -$228K -2,650 Closed
SIMM
2196
Stillwater Investment Management (Minnesota)
Minnesota
– -$227K -2,633 Closed
HW
2197
Hancock Whitney
Mississippi
– -$226K -2,630 Closed
GAMC
2198
Garner Asset Management Corp
Texas
– -$226K -2,628 Closed
ACM
2199
AlphaStar Capital Management
North Carolina
– -$226K -2,627 Closed
SWM
2200
SFG Wealth Management
Maryland
– -$226K -2,625 Closed
86 87
88
89 90