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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1901
Aspen Investment Management
Michigan
– -$262K -1,630 Closed
CCS
1902
Concentric Capital Strategies
Connecticut
– -$261K -1,624 Closed
RWM
1903
Rockwood Wealth Management
Pennsylvania
– -$261K -1,621 Closed
AWM
1904
Accel Wealth Management
Iowa
– -$261K -1,620 Closed
CA
1905
Calton & Associates
Florida
– -$261K -1,620 Closed
EFS
1906
Essex Financial Services
Connecticut
– -$259K -1,609 Closed
PWM
1907
Palumbo Wealth Management
New York
– -$258K -1,600 Closed
RYA
1908
Richard Young Associates
Georgia
– -$258K -1,600 Closed
CC
1909
Citrine Capital
California
– -$256K -1,592 Closed
TW
1910
Traveka Wealth
California
– -$255K -1,587 Closed
FFC
1911
Frederick Financial Consultants
Maryland
– -$255K -1,586 Closed
FI
1912
Finivi Inc
Massachusetts
– -$254K -1,577 Closed
KGC
1913
Kennon-Green & Company
Ohio
– -$253K -1,574 Closed
OFO
1914
OneAscent Family Office
Alabama
– -$253K -1,572 Closed
CCM
1915
Cloud Capital Management
Washington
– -$252K -1,566 Closed
LIP
1916
Lighthouse Investment Partners
Florida
– -$252K -1,564 Closed
HP
1917
Haven Private
Florida
– -$251K -1,559 Closed
FHWM
1918
Fox Hill Wealth Management
Massachusetts
– -$250K -1,556 Closed
EFSCE
1919
Enterprise Financial Services Corp (EFSC)
Missouri
– -$250K -1,554 Closed
CFG
1920
Certior Financial Group
Pennsylvania
– -$248K -1,540 Closed
CA
1921
COFG Advisors
Illinois
– -$246K -1,528 Closed
WRPWM
1922
Werba Rubin Papier Wealth Management
California
– -$245K -1,525 Closed
FOA
1923
Five Oceans Advisors
California
– -$245K -1,519 Closed
CAM
1924
Carret Asset Management
New York
– -$244K -1,515 Closed
BCMLT
1925
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$243K -1,507 Closed
75 76
77
78 79