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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
2451
Royal Capital Wealth Management
Indiana
– -$265K -2,901 Closed
CWA
2452
CM Wealth Advisors
Ohio
– -$210K -2,899 Closed
BW
2453
BIP Wealth
Georgia
– -$263K -2,877 Closed
PCA
2454
Pallas Capital Advisors
Massachusetts
– -$259K -2,834 Closed
LWL
2455
Leo Wealth LLC
Texas
– -$257K -2,815 Closed
ES
2456
Eagle Strategies
New York
– -$257K -2,810 Closed
G
2457
GenTrust
Florida
– -$256K -2,800 Closed
SRC
2458
Sage Rhino Capital
California
– -$256K -2,800 Closed
LA
2459
Lifeworks Advisors
Michigan
– -$252K -2,753 Closed
IA
2460
Insight Advisors
Pennsylvania
– -$248K -2,717 Closed
RFS
2461
Richardson Financial Services
Massachusetts
– -$248K -2,715 Closed
SHGA
2462
Sand Hill Global Advisors
California
– -$248K -2,709 Closed
FF
2463
Francis Financial
– -$247K -2,706 Closed
RWM
2464
Rockline Wealth Management
New York
– -$245K -2,682 Closed
FFG
2465
Frisch Financial Group
New York
– -$244K -2,669 Closed
LGWM
2466
Litman Gregory Wealth Management
California
– -$244K -2,667 Closed
PAMG
2467
Patton Albertson Miller Group
Tennessee
– -$242K -2,651 Closed
NAS
2468
Nicolet Advisory Services
Wisconsin
– -$229K -2,633 Closed
FPCP
2469
Fort Point Capital Partners
California
– -$241K -2,632 Closed
HWM
2470
Horizon Wealth Management
Illinois
– -$240K -2,629 Closed
MFWP
2471
Mosaic Family Wealth Partners
Missouri
– -$240K -2,625 Closed
SAM
2472
Synergy Asset Management
Washington
– -$239K -2,620 Closed
WP
2473
WealthPLAN Partners
Nebraska
– -$237K -2,598 Closed
SFA
2474
Souders Financial Advisors
Ohio
– -$236K -2,585 Closed
HA
2475
Hofer & Associates
California
– -$235K -2,569 Closed
97 98
99
100 101