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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2226
Curi Wealth Management
North Carolina
– -$15K -212 Closed
BMD
2227
Better Money Decisions
New Mexico
– -$14K -205 Closed
SC
2228
Siena Capital
Ohio
– -$14K -200 Closed
AP
2229
Arlington Partners
Alabama
– -$14K -198 Closed
COCM
2230
Charter Oak Capital Management
New Hampshire
– -$11K -163 Closed
VRM
2231
Vectors Research Management
New York
– -$10K -141 Closed
RIM
2232
Rockbridge Investment Management
New York
– -$9.64K -138 Closed
PH
2233
Pinnacle Holdings
Oklahoma
– -$8.52K -122 Closed
BCMIO
2234
Beacon Capital Management Inc (Ohio)
Ohio
– -$5K -75 Closed
IHWM
2235
Iron Horse Wealth Management
Iowa
– -$5K -70 Closed
CCMIC
2236
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$5K -66 Closed
BFG
2237
Baron Financial Group
New Jersey
– -$3.84K -55 Closed
HF
2238
Halpern Financial
Virginia
– -$2.65K -38 Closed
SIM
2239
Studio Investment Management
Illinois
– -$2K -35 Closed
LC
2240
Legacy CG
Texas
– -$2K -30 Closed
SSC
2241
Syverson Strege & Co
Iowa
– -$2K -30 Closed
TWP
2242
TFO Wealth Partners
Ohio
– -$2K -23 Closed
WOSD
2243
WFA of San Diego
California
– -$1K -9 Closed
MFA
2244
McClarren Financial Advisors
Pennsylvania
– +$177 +2 New
SFCL
2245
Strengthening Families & Communities LLC
Massachusetts
– +$177 +2 New
EC
2246
EdgeRock Capital
Colorado
– +$355 +4 New
JSAM
2247
J. Safra Asset Management
New York
– +$621 +7 New
CIAS
2248
CFS Investment Advisory Services
New Jersey
– +$3.43M +38,731 New
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