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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1901
Essex Financial Services
Connecticut
– -$259K -1,609 Closed
PWM
1902
Palumbo Wealth Management
New York
– -$258K -1,600 Closed
RYA
1903
Richard Young Associates
Georgia
– -$258K -1,600 Closed
CC
1904
Citrine Capital
California
– -$256K -1,592 Closed
TW
1905
Traveka Wealth
California
– -$255K -1,587 Closed
FFC
1906
Frederick Financial Consultants
Maryland
– -$255K -1,586 Closed
FI
1907
Finivi Inc
Massachusetts
– -$254K -1,577 Closed
KGC
1908
Kennon-Green & Company
Ohio
– -$253K -1,574 Closed
OFO
1909
OneAscent Family Office
Alabama
– -$253K -1,572 Closed
CCM
1910
Cloud Capital Management
Washington
– -$252K -1,566 Closed
LIP
1911
Lighthouse Investment Partners
Florida
– -$252K -1,564 Closed
HP
1912
Haven Private
Florida
– -$251K -1,559 Closed
FHWM
1913
Fox Hill Wealth Management
Massachusetts
– -$250K -1,556 Closed
EFSCE
1914
Enterprise Financial Services Corp (EFSC)
Missouri
– -$250K -1,554 Closed
CFG
1915
Certior Financial Group
Pennsylvania
– -$248K -1,540 Closed
CA
1916
COFG Advisors
Illinois
– -$246K -1,528 Closed
WRPWM
1917
Werba Rubin Papier Wealth Management
California
– -$245K -1,525 Closed
FOA
1918
Five Oceans Advisors
California
– -$245K -1,519 Closed
CAM
1919
Carret Asset Management
New York
– -$244K -1,515 Closed
BCMLT
1920
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$243K -1,507 Closed
HWA
1921
HCR Wealth Advisors
California
– -$242K -1,505 Closed
UAS
1922
United Asset Strategies
New York
– -$242K -1,502 Closed
KAS
1923
KPP Advisory Services
Kentucky
– -$242K -1,501 Closed
AMBIA
1924
Allen Mooney & Barnes Investment Advisors
Georgia
– -$241K -1,500 Closed
CD
1925
Chapin Davis
Maryland
– -$241K -1,500 Closed
75 76
77
78 79