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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
2501
Tilia Fiduciary Partners
North Carolina
– -$236K -2,422 Closed
RW
2502
REDW Wealth
New Mexico
– -$236K -2,421 Closed
KWMG
2503
King Wealth Management Group
Florida
– -$232K -2,376 Closed
SFG
2504
SNS Financial Group
Minnesota
– -$230K -2,360 Closed
OFS
2505
Orrstown Financial Services
Pennsylvania
– -$230K -2,355 Closed
OBWG
2506
Onyx Bridge Wealth Group
New York
– -$226K -2,321 Closed
SF
2507
Symphony Financial
Texas
– -$224K -2,299 Closed
HL
2508
HeadInvest LLC
Maine
– -$222K -2,280 Closed
PPWM
2509
Paragon Private Wealth Management
Kentucky
– -$222K -2,276 Closed
GCM
2510
Greenland Capital Management
New York
– -$221K -2,267 Closed
RPCA
2511
Running Point Capital Advisors
California
– -$220K -2,255 Closed
IF
2512
Intrua Financial
Texas
– -$219K -2,249 Closed
BIP
2513
Blueprint Investment Partners
North Carolina
– -$219K -2,248 Closed
AI
2514
Accredited Investors
Minnesota
– -$219K -2,246 Closed
FF
2515
Francis Financial
– -$219K -2,244 Closed
RRA
2516
Round Rock Advisors
Connecticut
– -$218K -2,234 Closed
ANB
2517
Amarillo National Bank
Texas
– -$217K -2,228 Closed
ACS
2518
Archford Capital Strategies
Illinois
– -$210K -2,219 Closed
CNB
2519
Camden National Bank
Maine
– -$216K -2,212 Closed
BAAM
2520
Baker Avenue Asset Management
California
– -$215K -2,204 Closed
NIA
2521
NIA Impact Advisors
California
– -$215K -2,202 Closed
AC
2522
ASB Consultores
Florida
– -$213K -2,188 Closed
WLPWM
2523
Walled Lake Planning & Wealth Management
Illinois
– -$213K -2,185 Closed
DA
2524
Dover Advisors
Virginia
– -$213K -2,180 Closed
AOWM
2525
Alpha Omega Wealth Management
Virginia
– -$212K -2,179 Closed
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101
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