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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1076
9258 Wealth Management
Ohio
– -$365K -5,400 Closed
LW
1077
Linscomb Wealth
Texas
– -$354K -5,240 Closed
KCIA
1078
Kingsbury Capital Investment Advisors
Illinois
– -$353K -5,220 Closed
FFG
1079
Frisch Financial Group
New York
– -$351K -5,200 Closed
ZF
1080
Zhang Financial
Michigan
– -$351K -5,200 Closed
BSW
1081
Buckingham Strategic Wealth
Missouri
– -$349K -5,170 Closed
NGA
1082
Naples Global Advisors
Florida
– -$348K -5,150 Closed
OWP
1083
Obermeyer Wealth Partners
Colorado
– -$348K -5,150 Closed
ACA
1084
Aptus Capital Advisors
Alabama
– -$346K -5,120 Closed
ICP
1085
Interchange Capital Partners
Pennsylvania
– -$345K -5,110 Closed
ZIM
1086
Zacks Investment Management
Illinois
– -$344K -5,100 Closed
WWM
1087
Western Wealth Management
Colorado
– -$344K -5,090 Closed
AG
1088
Algert Global
California
– -$343K -5,070 Closed
ECM
1089
Evergreen Capital Management
Washington
– -$341K -5,040 Closed
HFP
1090
Holistic Financial Partners
Indiana
– -$341K -5,040 Closed
RWB
1091
RMR Wealth Builders
New Jersey
– -$339K -5,010 Closed
BWM
1092
Buckley Wealth Management
Nevada
– -$338K -5,000 Closed
CP
1093
Cumberland Partners
Ontario, Canada
– -$338K -5,000 Closed
SC
1094
Soundwatch Capital
Connecticut
– -$338K -5,000 Closed
ACM
1095
Advisors Capital Management
New Jersey
– -$337K -4,980 Closed
OGC
1096
Oak Grove Capital
New Hampshire
– -$333K -4,920 Closed
SPIO
1097
Seven Post Investment Office
California
– -$331K -4,900 Closed
CAG
1098
Csenge Advisory Group
Florida
– -$330K -4,890 Closed
RFN
1099
Redwood Financial Network
Ohio
– -$328K -4,850 Closed
LWM
1100
Laidlaw Wealth Management
New York
– -$326K -4,830 Closed
42 43
44
45 46