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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1351
McGlone Suttner Wealth Management
Wisconsin
– -$307K -633 Closed
CI
1352
Carroll Investors
South Carolina
– -$301K -620 Closed
SCG
1353
Sonata Capital Group
Washington
– -$291K -600 Closed
MAP
1354
Moody Aldrich Partners
Massachusetts
– -$279K -575 Closed
WCA
1355
Westover Capital Advisors
Delaware
– -$267K -550 Closed
BFWA
1356
Benchmark Financial Wealth Advisors
Florida
– -$263K -542 Closed
EW
1357
Evoke Wealth
California
– -$260K -536 Closed
4WM
1358
49 Wealth Management
Texas
– -$257K -531 Closed
SAG
1359
SageView Advisory Group
California
– -$247K -509 Closed
AWM
1360
Accurate Wealth Management
Florida
– -$231K -485 Closed
PCA
1361
Pallas Capital Advisors
Massachusetts
– -$232K -478 Closed
AWA
1362
Arkadios Wealth Advisors
Georgia
– -$230K -474 Closed
FTWA
1363
Fifth Third Wealth Advisors
Ohio
– -$230K -474 Closed
MA
1364
MJP Associates
Connecticut
– -$225K -463 Closed
BC
1365
Bayforest Capital
United Kingdom
– -$218K -449 Closed
ICP
1366
Impact Capital Partners
Colorado
– -$218K -449 Closed
JWM
1367
JGP Wealth Management
Oregon
– -$218K -449 Closed
DE
1368
Diversified Enterprises
Delaware
– -$216K -446 Closed
PWM
1369
Pines Wealth Management
North Carolina
– -$211K -435 Closed
ATC
1370
Argent Trust Co
Tennessee
– -$209K -432 Closed
FIA
1371
Foundations Investment Advisors
Arizona
– -$209K -431 Closed
TPCM
1372
Templeton & Phillips Capital Management
Tennessee
– -$209K -430 Closed
KF
1373
Krilogy Financial
Missouri
– -$228K -429 Closed
TW
1374
Traveka Wealth
California
– -$207K -427 Closed
AMPWP
1375
Alvarez & Marsal Private Wealth Partners
Florida
– -$207K -426 Closed
53 54
55
56 57