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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
1951
Uniting Wealth Partners
Kansas
– -$374K -2,517 Closed
PCM
1952
PAR Capital Management
Massachusetts
– -$372K -2,500 Closed
SAM
1953
Strive Asset Management
Ohio
– -$363K -2,441 Closed
CFG
1954
Carter Financial Group
Illinois
– -$361K -2,426 Closed
AWM
1955
Ariadne Wealth Management
California
– -$351K -2,391 Closed
T
1956
TrueFG
Texas
– -$328K -2,210 Closed
VCM
1957
Virtue Capital Management
Tennessee
– -$485K -2,152 Closed
BHCM
1958
Brevan Howard Capital Management
Jersey
– -$312K -2,100 Closed
CFM
1959
Catalyst Funds Management
Australia
– -$312K -2,100 Closed
HC
1960
Henshaw Capital
Massachusetts
– -$300K -2,020 Closed
CWM
1961
Compass Wealth Management
Connecticut
– -$295K -1,984 Closed
SWM
1962
Sculati Wealth Management
Michigan
– -$273K -1,840 Closed
WC
1963
Waterloo Capital
Texas
– -$252K -1,693 Closed
BWCS
1964
Beirne Wealth Consulting Services
Connecticut
– -$246K -1,656 Closed
MMPW
1965
Mitchell McLeod Pugh & Williams
Alabama
– -$292K -1,629 Closed
ECA
1966
Elevate Capital Advisors
Colorado
– -$235K -1,584 Closed
MW
1967
Maia Wealth
Colorado
– -$251K -1,577 Closed
VAM
1968
Virtue Asset Management
Illinois
– -$232K -1,563 Closed
AWM
1969
Austin Wealth Management
Texas
– -$239K -1,475 Closed
MW
1970
Members Wealth
Pennsylvania
– -$221K -1,475 Closed
APP
1971
Avantax Planning Partners
Iowa
– -$214K -1,443 Closed
CAM
1972
Cidel Asset Management
Ontario, Canada
– -$213K -1,434 Closed
IAMOG
1973
Investors Asset Management of Georgia
Georgia
– -$212K -1,425 Closed
NC
1974
NovaPoint Capital
Georgia
– -$210K -1,413 Closed
FWA
1975
FSM Wealth Advisors
Ohio
– -$209K -1,410 Closed
77 78
79
80 81