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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2501
Curi Wealth Management
North Carolina
– -$227K -13,546 Closed
BWM
2502
Bulltick Wealth Management
Florida
– -$227K -13,524 Closed
HAM
2503
Harmony Asset Management
Arizona
– -$226K -13,498 Closed
RF
2504
RHS Financial
California
– -$223K -13,310 Closed
PWP
2505
Private Wealth Partners
California
– -$220K -13,124 Closed
MIM
2506
Moseley Investment Management
Florida
– -$217K -12,946 Closed
CJFS
2507
Coulter & Justus Financial Services
Tennessee
– -$212K -12,644 Closed
BWCS
2508
Beirne Wealth Consulting Services
Connecticut
– -$212K -12,634 Closed
LODC
2509
Lanham O'Dell & Company
West Virginia
– -$211K -12,548 Closed
ZF
2510
Zhang Financial
Michigan
– -$202K -12,054 Closed
AWC
2511
Adamsbrown Wealth Consultants
Kansas
– -$201K -11,959 Closed
HR
2512
Hardy Reed
Mississippi
– -$200K -11,933 Closed
OIM
2513
Oder Investment Management
California
– -$200K -11,895 Closed
RA
2514
Ruggaard & Associates
Ohio
– -$195K -11,602 Closed
VCM
2515
Vivaldi Capital Management
Illinois
– -$195K -11,561 Closed
OWA
2516
Opal Wealth Advisors
New York
– -$194K -11,554 Closed
GC
2517
Gratus Capital
Georgia
– -$192K -11,427 Closed
SWM
2518
Shakespeare Wealth Management
Wisconsin
– -$187K -11,170 Closed
DI
2519
Disciplined Investments
Oklahoma
– -$185K -11,035 Closed
SWM
2520
Stockman Wealth Management
Montana
– -$185K -11,019 Closed
GA
2521
Greytown Advisors
Florida
– -$184K -10,994 Closed
B
2522
Bensler
Washington
– -$184K -10,981 Closed
PJSIMP
2523
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$190K -10,978 Closed
SCM
2524
Semanteon Capital Management
Massachusetts
– -$181K -10,770 Closed
WS
2525
Wela Strategies
Georgia
– -$177K -10,571 Closed
99 100
101
102 103