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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2526
Pinion Investment Advisors
Kansas
– -$239K -2,490 Closed
AP
2527
Adero Partners
California
– -$233K -2,423 Closed
SP
2528
Systematic Portfolios
New York
– -$233K -2,423 Closed
WCM
2529
Wedge Capital Management
North Carolina
– -$230K -2,400 Closed
OFS
2530
OneAscent Financial Services
Alabama
– -$229K -2,386 Closed
RIP
2531
RAM Investment Partners
Washington
– -$228K -2,376 Closed
BBWP
2532
Beacon Bridge Wealth Partners
Pennsylvania
– -$227K -2,369 Closed
TFA
2533
Teamwork Financial Advisors
Texas
– -$223K -2,323 Closed
OS
2534
Objectivity Squared
South Carolina
– -$220K -2,290 Closed
RWMG
2535
Redwood Wealth Management Group
New Jersey
– -$220K -2,290 Closed
HC
2536
Hamilton Capital
Ohio
– -$218K -2,273 Closed
ACP
2537
Aveo Capital Partners
Colorado
– -$218K -2,270 Closed
TPWA
2538
Twin Peaks Wealth Advisors
California
– -$218K -2,269 Closed
1WM
2539
1900 Wealth Management
Texas
– -$217K -2,256 Closed
CWM
2540
Curi Wealth Management
North Carolina
– -$216K -2,253 Closed
BMM
2541
Buffington Mohr McNeal
Idaho
– -$214K -2,230 Closed
MW
2542
MBL Wealth
North Carolina
– -$214K -2,230 Closed
CPL
2543
CAP Partners LLC
Tennessee
– -$213K -2,214 Closed
OPCM
2544
Osborne Partners Capital Management
California
– -$212K -2,210 Closed
EFG
2545
Ethos Financial Group
Pennsylvania
– -$211K -2,199 Closed
AWG
2546
Altus Wealth Group
Colorado
– -$210K -2,191 Closed
GAG
2547
GM Advisory Group
New York
– -$210K -2,183 Closed
AG
2548
Advocate Group
Minnesota
– -$209K -2,182 Closed
SVWAG
2549
Sound View Wealth Advisors Group
Georgia
– -$209K -2,180 Closed
FSA
2550
Financial Security Advisor
Virginia
– -$209K -2,179 Closed
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102
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