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Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
2226
Clear Perspectives Financial Planning
Ohio
– -$26K -367 Closed
GLLW
2227
Graves Light Lenhart Wealth
Virginia
– -$20K -287 Closed
SIAP
2228
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$16K -228 Closed
CWM
2229
Curi Wealth Management
North Carolina
– -$15K -212 Closed
BMD
2230
Better Money Decisions
New Mexico
– -$14K -205 Closed
SC
2231
Siena Capital
Ohio
– -$14K -200 Closed
AP
2232
Arlington Partners
Alabama
– -$14K -198 Closed
COCM
2233
Charter Oak Capital Management
New Hampshire
– -$11K -163 Closed
VRM
2234
Vectors Research Management
New York
– -$10K -141 Closed
RIM
2235
Rockbridge Investment Management
New York
– -$9.64K -138 Closed
PH
2236
Pinnacle Holdings
Oklahoma
– -$8.52K -122 Closed
BCMIO
2237
Beacon Capital Management Inc (Ohio)
Ohio
– -$5K -75 Closed
IHWM
2238
Iron Horse Wealth Management
Iowa
– -$5K -70 Closed
CCMIC
2239
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$5K -66 Closed
BFG
2240
Baron Financial Group
New Jersey
– -$3.84K -55 Closed
HF
2241
Halpern Financial
Virginia
– -$2.65K -38 Closed
SIM
2242
Studio Investment Management
Illinois
– -$2K -35 Closed
LC
2243
Legacy CG
Texas
– -$2K -30 Closed
SSC
2244
Syverson Strege & Co
Iowa
– -$2K -30 Closed
TWP
2245
TFO Wealth Partners
Ohio
– -$2K -23 Closed
WOSD
2246
WFA of San Diego
California
– -$1K -9 Closed
MFA
2247
McClarren Financial Advisors
Pennsylvania
– +$177 +2 New
SFCL
2248
Strengthening Families & Communities LLC
Massachusetts
– +$177 +2 New
EC
2249
EdgeRock Capital
Colorado
– +$355 +4 New
86 87 88 89
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